Wealth Builders
Legacy Creators

GET STARTED

We use innovative life insurance strategies to redefine wealth building and estate planning solutions.


Estate Planning…

Asset protection or dynasty trust planning
Estate tax planning
Disability, Medicaid or elder law
Legal guardianship for children or aging adults
Probate or trust administration (pre or post) planning
LEARN MORE

Business Planning…

Creating a business continuity succession plan
Forming asset protection entities or trusts for business assets
Reviewing contracts and employment standards and practices
Providing executive bonus, key person or deferred compensation plans
LEARN MORE


Life Insurance…

Creating liquidity to pay estate taxes
Proving funds for business transition
Caring for spouses and children
Protecting business partners and employees
LEARN MORE

Wealth Building…

Tax free accumulation of wealth
Flexible available ready sources of capital
Building up assets on a balance sheet for a financial arbitrage
Financial leverage to maximize the velocity of money
LEARN MORE

As Heard On Fox News Radio

Insuranceandestates.com was founded by experienced estate planning attorney Steve Gibbs. Steve is committed to educating people in all aspects of estate and wealth protection planning. He is also a co-contributor in a wide range of topics in a variety of educational venues and broadcast forums.
LISTEN NOW

Some of the life insurance companies we work with. . .












prudential life insurance review


Discuss Your Goals Today!

Get A Quote