How to hold on to the things that matter. Excalibur Management, Inc West 4100 South, Suite 501 Salt Lake City, UT (801) Excalibur Management, Inc West 4100 South, Suite 501 Salt Lake City, UT (801) Continue Asset Protection for Non-Millionaires Asset Protection for 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. Continue

Here’s an example You Business assetsYour 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. Continue

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. Continue

Here’s how Asset Protection will help YOU: You Business assets Your 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 Continue

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. Continue

Here’s how Asset Protection will help YOU: You Business assets Your 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 Continue Family Trust Corporation

Here’s how Asset Protection will help YOU: We could outline scenarios for each group of assets, but you get the idea. You Essentially, you survive an event that, though unfortunate, would be catastrophic to someone without the proper planning. Continue

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? Help you create the right structure to protect your assets. Give you the tools to transfer your “at risk” assets into the structure. Continue

Here’s what Excalibur Management, Inc. will do for you: Protect your assets with an affordable structure. Continue Small business Accounting services Tax preparation services Create Electronic Documents for the Web, 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)