how to hold on to the things that matter. excalibur management, inc. 1905 west 4100 south, suite 501...
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How to hold on to the things that matter.
Excalibur Management, Inc.1905 West 4100 South, Suite 501
Salt Lake City, UT 84118(801) 964-2090
www.excaliburmanagement.com
Excalibur Management, Inc.1905 West 4100 South, Suite 501
Salt Lake City, UT 84118(801) 964-2090
www.excaliburmanagement.comContinue
Asset Protectionfor
Non-Millionaires
Asset Protectionfor
Non-Millionaires
You will benefit from Asset Protection if:
You own a business as a sole proprietor.
You own a business with a high risk of public liability.
You own rental or investment property.
You own a home, and have an occupation or hobby that places you at risk of legal action.
You want control of the transfer of your assets to your family after you pass away.
You work as an independent contractor.
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Here’s an example
You
Business assets Your home
Your automobilesRental property
You hold all of your assets in your name. An unfortunate incident causes someone to file a lawsuit against you.
They get a judgment against you.
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Here’s an example
You
You hold all of your assets in your name. An unfortunate incident causes someone to file a lawsuit against you.
How can this tragedy be prevented?
With one event, your entire holdings can be taken.
You are left with nothing.
With one event, your entire holdings can be taken.
You are left with nothing.
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Here’s how Asset Protection will help YOU:
You
Business assetsYour home
Your automobiles
Rental property
We help you diversify your assets. If someone files a lawsuit and gets a judgment, they will not be able to take everything.
You still maintain control, but not direct ownership.
Owned by an LLC
Owned by a Limited
Partnership
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Here’s how Asset Protection will help YOU:
You
Business assets
Your home
Your automobiles
Rental property
With this structure, the only assets at risk are those related to the activity.
For example, your business takes a downturn, and there are outstanding debts.
Owned by an LLC
Owned by a Limited
Partnership
Only your business assets would be affected. Everything else is protected.
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Here’s how Asset Protection will help YOU:
You
Business assetsYour home
Your automobiles
Rental property
You can add another layer of protection by placing your home in a family trust, and forming a corporation that will own most of the LLC and be the general partner of the limited partnership.
As the majority shareholder in the corporation, you still maintain control. Other family members share in the ownership.
Owned by an LLC
Owned by a Limited
Partnership
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Family Trust
CorporationCorporation
Here’s how Asset Protection will help YOU:
We could outline scenarios for each group of assets, but you get the idea.
YouEssentially, you survive an event that, though unfortunate, would be catastrophic to someone without the proper planning.
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Here’s what Excalibur Management, Inc. will do for you:
Analyze your needs – a good Asset Protection plan doesn’t come in a box.
What else can we do for you?What else can we do for you?
Help you create the right structure to protect your assets.
Give you the tools to transfer your “at risk” assets into the structure.
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Here’s what Excalibur Management, Inc. will do for you:
Protect your assets with an affordable structure.
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Small business Accounting services
Tax preparation services
Create Electronic Documents for the Web, e-mail or CD-ROM
Your own part time Chief Financial Officer
Other consulting services – give is a problem, we’ll help solve it.
Give you peace of mind.
We have knowledge and experience to help you with:
Excalibur Management, Inc.
Providing small business owners with services previously only affordable by millionaires.
Free consultation (801) 964-2090
www.excaliburmanagement.com