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Protect Y our Assets

Are any of your assets listed in the public record ________ Yes ________ No
under your personal name?
Is the equity in your home greater than the ________ Yes ________ No
homestead exemption in your state?

Would you like to structure your wealth in a ________ Yes ________ No
way to reduce your income and estate taxes?
Do you own a liability insurance policy that ________ Yes ________ No
protects the total value of your wealth?
Do you have a business that owns its ________ Yes ________ No
own equipment?
Have you saved signifi cant assets for ________ Yes ________ No
your retirement?

Are you engaged in a high-risk profession ________ Yes ________ No
such as medicine or real estate?

Assets that belong in a Living Trust

• Personal residences
• Retirement accounts such as IRAs or 401(k)s
• Vehicles used for personal transportation or recreation, such as cars, trucks,
motorcycles, or boats
• Personal property, such as jewelry, furniture, or electronics
• Investment accounts and/or assets held for personal investments, such as
stocks and bonds

Assets that should be owned by a corporation, LLC, or LP

• Any real estate that is not used as a primary residence
• Any businesses you own, either as a sole proprietorship or partnership
• Rental properties
• Tools of the trade (i.e., restaurant equipment, vehicles, offi ce machinery, or
other assets used primarily to conduct business)
• Business inventories (including real estate, if you expect to buy and sell more
than three properties in one year)
*Note: A blank version of this exhibit can be downloaded from www.trumpuniversity.com/
wealth building101 for your personal use.

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