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
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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
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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
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Proving funds for business transition
Caring for spouses and children
Protecting business partners and employees
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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
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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
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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.
Some of the life insurance companies we work with. . .
“Essential Legal Protection for Achievers”Now you can get the insight needed to take charge of your family wealth protection plan and your future. With this easy to understand e-book you’ll get an overview of the 4 KEYS of any wealth protection plan which are:
1. Understanding Risk
2. Asset Protection
3. Estate Planning
4. Using Life Insurance Effectively.
With these tools, you’ll be empowered to direct your own course (and your chosen experts) to design a plan that really makes sense for you and your loved ones. SIGN UP and get started today.
