Asset Protection Plus Survey
1. Do you have assets that could become the target of collection attorneys, lawsuits, court judgments, or the hostile action of government agencies?

2. Have you or your company ever been threatened with a lawsuit, or are currently a defendant in any lawsuit?

3. Are you facing or contemplating a divorce?

4. Are you, your business, any of your partners, or any of your family members potentially the target of any creditor or collection agency, or a target of an investigation or audit by any government agency?

5. Do you own your home?

6. Do you own securities or other financial instruments?

7. Do you own a recreational vehicle, boat, or plane?

8. Do you own a second home or other real estate?

9. Do you own a share of a business or share a practice in a profession?

10. Do you currently have a reason to need or want asset protection and financial privacy?


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