Which of your assets feels most vulnerable right now? *

Real Estate – "One lawsuit, and your property could be at risk

Personal Property (e.g., vehicles, valuables) – "Are these assets protected if something goes wrong?

Business Assets – "A solid business deserves solid protection.

Investment Accounts – "What’s the plan if creditors or claims arise?

Other – "If it’s valuable to you, it’s worth protecting.

Do you have any asset protection or estate planning measures in place?

Yes, but I feel there may be gaps – "You’ve taken steps, but are you fully covered?

No, and I’m not sure where to start – "A proactive step today could save years of regret.

Not sure – "What’s your peace of mind worth?

What is your top priority when it comes to your wealth? *

Privacy and confidentiality – "Imagine complete control over who sees what you own.

Avoiding probate and reducing estate taxes – "Keep more of what’s yours, now and for your heirs.

Protecting assets from lawsuits and creditors – "Isn’t it time to shield your wealth?

Ensuring a smooth inheritance for loved ones – "Give them a gift that transcends financial value.

Other – "Whatever your goal, the right plan can get you there."

Are you currently concerned about protecting real estate or business assets? *

Yes, real estate only – "Real estate attracts risk. Is it properly protected?

Yes, business assets only – "You’ve built your business—now let’s keep it safe.

Yes, both real estate and business assets – "A full approach covers every angle of protection.

No, but I’m open to learning more – "Could you benefit from learning how to protect your hard work?

Asset Specific Needs

Have you considered a trust to protect and simplify your asset management? *

Yes, but I haven’t taken action – "The right trust could be the key to worry-free ownership.

No, but I’d like to learn more – "Imagine the relief of knowing your assets are secured in trust.

No, and I’m not sure if it’s right for me – "Trusts are powerful tools—are you ready to explore what’s possible?

How important is it to shield your wealth from unforeseen claims and lawsuits? *

Very important – "Give yourself the peace of mind that comes from real protection.

Somewhat important – "Taking proactive steps today could make all the difference tomorrow.

Not a current concern – "Protection isn’t just about today; it’s about safeguarding your future.

Future-Proofing Your Legacy

How much would you value the privacy of keeping your financial affairs out of public records?

Extremely important – Imagine knowing your legacy is hidden from prying eyes.

Somewhat important – Privacy isn’t just nice to have; it’s the key to true financial freedom.

Not a priority – What if protecting your privacy could be easier than you think?

Are you ready to create a seamless plan to transfer your wealth to loved ones?

Yes, I want to ensure my legacy is secure and smoothly passed down – "What greater gift than a protected legacy?

Yes, but I need guidance on how to proceed – With the right help, estate planning is easier than you think

Not right now, but I may consider it in the future – "Every day you wait, you’re leaving your legacy exposed.

Estate Planning & Wealth Transfer

Would you be interested in legally reducing taxes on your assets while keeping them protected? *

Yes, that’s a priority for me – Imagine maximizing what you keep by minimizing taxes.

Yes, but I need more information – "Understanding tax strategies could make a huge impact on your wealth."

No, it’s not a current focus – "What if protecting your wealth also made it more efficient?

Do you currently have a plan in place to shield your personal assets from business liabilities? *

Yes, but I’m not sure if it’s enough (Even one oversight could expose your wealth—let’s ensure you’re fully covered)

No, I’ve never considered it (Don’t wait for a problem to act. Protecting your assets now is easier than fixing a problem later.)

Not applicable (Are you sure there’s no overlap between personal and business risks?)

Advanced Wealth Protection

Have you ever worried about losing assets due to lawsuits or unexpected claims? *

Yes, it’s a major concern (A single lawsuit could undo years of work—let’s make sure that never happens.)

Occasionally, but I haven’t acted on it (Peace of mind is within reach with the right protection in place.)

Peace of mind is within reach with the right protection in place. (Are you confident your assets are truly safe, or could there be vulnerabilities?)

Risk Management and Litigation Protection

Do you hold multiple properties or plan to expand your real estate investments? *

Yes, and I want to protect them: Every property adds value—but also risk. Let’s structure your portfolio for safety and growth.

Yes, but I haven’t thought about protection: Building wealth is only part of the journey; protecting it is essential

No, I don’t currently own real estate: What’s your plan for future investments? Preparation now creates opportunities later.

Real Estate Portfolio Protection

Have you thought about who will manage your business if you’re no longer able to? *

Yes, but it’s not formalized (An informal plan may not hold up under pressure. Let’s solidify it to ensure continuity.)

No, but I know it’s important: Unexpected events can happen—having a plan ensures your hard work isn’t at risk.

Not a concern right now: Are you confident that leaving this unaddressed won’t create future challenges?

Business Succession Planning

Are you interested in creating a strategy to grow and protect your wealth simultaneously? *

Yes, I want to maximize both: Imagine building wealth with confidence, knowing it’s secure every step of the way.

Somewhat, but I’m unsure how to start: The right strategy can turn uncertainty into a clear path forward.

Not really, I’m focused on maintenance: What if you could grow while maintaining stability and security?

Growth Through Strategic Planning

Are you confident that your multifamily partnerships won’t expose you to liabilities caused by your partners? *

No, I’m concerned about potential risks: Partnerships are powerful, but one mistake from a partner could jeopardize everything. Let’s ensure you’re shielded from their liabilities.

Somewhat, but I don’t have a clear structure in place: Clarity and protection go hand in hand. A strong structure can safeguard your investments and relationships.

Yes, I believe we’re fully covered: Even strong partnerships need ironclad protection—are you sure there are no gaps?