How to hold on to the things that matter.

1. Asset Protection for Non-Millionaires 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 Continue

2. You will benefit from Asset Protection if: You own a business as a sole proprietor. You work as an independent contractor. 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. Continue

3. Here’s an example You hold all of your assets in your name. An unfortunate incident causes someone to file a lawsuit against you. You Business assets Your home Rental property Your automobiles They get a judgment against you. Continue

4. Here’s an example You hold all of your assets in your name. An unfortunate incident causes someone to file a lawsuit against you. With one event, your entire holdings can be taken. You are left with nothing. How can this tragedy be prevented? You Continue

5. Here’s how Asset Protectionwill help YOU: We help you diversify your assets. If someone files a lawsuit and gets a judgment, they will not be able to take everything. You Your home Business assets Your automobiles Owned by an LLC Rental property You still maintain control, but not direct ownership. Owned by a Limited Partnership Continue

6. Here’s how Asset Protectionwill help YOU: With this structure, the only assets at risk are those related to the activity. You For example, your business takes a downturn, and there are outstanding debts. Your home Owned by an LLC Your automobiles Business assets Rental property Only your business assets would be affected. Everything else is protected. Owned by a Limited Partnership Continue

7. Here’s how Asset Protectionwill help YOU: 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. You Family Trust Corporation Your home Business assets Owned by an LLC Your automobiles Rental property As the majority shareholder in the corporation, you still maintain control. Other family members share in the ownership. Owned by a Limited Partnership Continue

8. Here’s how Asset Protectionwill 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

9. Here’s what Excalibur Management, Inc. will do for you: Analyze your needs – a good Asset Protection plan doesn’t come in a box. Help you create the right structure to protect your assets. Give you the tools to transfer your “at risk” assets into the structure. What else can we do for you? Continue

10. Here’s what Excalibur Management, Inc. will do for you: Give you peace of mind. Protect your assets with an affordable structure. We have knowledge and experience to help you with: 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. Continue

11. Excalibur Management, Inc. Providing small business owners with services previously only affordable by millionaires. Free consultation (801) 964-2090 www.excaliburmanagement.com