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Asset Protection Assessment

This short assessment includes a few questions that you should consider in evaluating your level of Asset Protection. Answer the following five questions and we will provide you with a recommendation as to whether you should schedule a complimentary (free) preliminary consultation with The Presser Law Firm, P.A. regarding the protection of your assets.

Name:
Phone:
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1. Do you own over $50,000 in liquid assets [checking, savings, stocks, bonds, CD’s, money market, etc.)?

How are these assets titled?

2. Do you own a business?

How is the business titled?

3. Do you own any personal tangible property [cars, boats, snow mobiles, waverunners, RVs, etc.].

How are these assets titled?

4. Do you own any real estate property?

How are these assets titled?

5. Do you currently have an estate plan?

Has it been updated in the last year?