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I am not being sued or threatened with a lawsuit and there are no judgments against meA lawsuit was filed against me or my businessReal estate owned by me or my business is in foreclosureThere is a judgment against me or my businessI owe (or my business owes) money to the IRS, FTC, SEC, or other government agency

I have liquid assets (cash &/or publicly traded securities) as follows:
Less than $1mil$1mil - $2mil$2mil - $10milGreater than $10mil

In additional to the above liquid assets, I have the following assets to protect:
LLC Membership(s) / Partnership interest(s)Accounts receivableInventoryContracts, promissory notes, or other income-producing assetsVesselsHigh-value personal property (such as jewelry, antiques, art, etc)OtherReal estate (If Real Estate, please state the value of the property(ies) over any existing liens)

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We are happy to answer general questions about asset protection planning, including questions about our qualifications and experience in the field, during a complementary discussion. To discuss your case, assets, liabilities, or for legal advice regarding the same, we require a scheduled consultation for which we charge a flat fee of $515.

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I would like to schedule a complementary discussion regarding the types of planning you offer and your qualifications.I am ready to schedule a consultation to discuss my case, assets, liabilities, and get recommendations on asset protection planning.

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