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Landlord Insurance

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					                                                                                                                                                                               Asset
           Asset Protection &                         401k, SEP IRA, IRA, Coverdell 529 College UGMA,                                      A-B                     Irrevoc      Prot
        Estate Planning Matrix:    Sole Joint Tenants 403b, SIMPLE Roth Education Savings                     UTMA Archer Living Bypass Totten Land Life Ins                    Trust
       Check All Applicable Boxes Owner Owner in Com 457         IRA         IRA     IRA        Plan        for minor MSA Trust Trust Trust Trust Trust ILIT APT Other
 1   Checking Acct 1
 2   Checking Acct 2
 3   Checking Acct 3
 4   Savings/CD/MMkt
 5   Foreign Checking
 6   Brokerage Acct 1
 7   Brokerage Acct 2
 8   Foreign Brokerage Acct
 9   Stocks, bonds
10   Mutual Funds
11   Options
12   Are you a Trust Grantor
13   Are you a Trustee
14   Trust Beneficiary 1
15   Trust Beneficiary 2
16   Business Ownership:
17   Sole Proprietorship
18   General Pship Shares
19   Limited Pship Shares
20   C Corp Shares
21   S Corp Shares
22   LLC Shares
23   Intl LLC Shares
24   Intl Bus Corp Shares
25   Real estate ownership:
26   Home
27   Second home/cabin
28   Vacant land
29   Residential Rental 1
30   Residential Rental 2
31   Residential Rental 3
32   Commercial Bus Prop
33   Commercial Rental 1
34   Commercial Rental 2
35   Vehicle 1
36   Vehicle 2
37   Vehicle 3
38   Vehicle 4
39   Recreation Vehicle/Boat
40   Personal Property/Equip
41   Annuity
42   Life Insur Policy 1
43   Life Insur Policy 2
44   Life Insur Policy 3
45   Life Insur Policy 4
46   Health Insurance
47   Dental Insurance
48   Vision Insurance
49   Pre-paid legal plan
50   ST Disability Insurance
51   LT Disability Insurance
52   Long Term Care Insur
53   Critical Illness Insurance
54   Workers Comp Insur
55   Homeowners Insurance
56   Renters Insurance
57   Landlord Insurance
58   Vehicle Insurance
59   Pers Umbrella Insur
60   Commcl Gen Liab Insur
61   Commcl Real Estate Ins
62   Commcl Landlord Insur
63   Commcl Vehicle Insur
64   Commcl E&O Insur
65   Commcl Umbrella Insur
     Do you have a:                Yes No             Please Note: Estate Planning and Asset Protection Planning is complex. This matrix is a tool for helping you to organize your
     Will                                                financial affairs. We recommend using a financial advisor, legal advisor, insurance advisor and tax advisor to assist you.
     Living trust                                                   We would be glad to meet with you to help you begin the process of creating a comprehensive plan.
     A-B bypass trust                                                                             We do not provide legal or tax advice.
     Living will
     Healthcare Pwr of Atty
     Financial Pwr of Atty
     Final instructions
     Organ donor card                                                                                                                                            Personal Assets
      (c) 2002 Advisor Financial Services                     Web site: AdvisorFinancialServices.com                                                              (719) 591-0433
           Asset Protection &                                General      Limited                                Pers Svc    Ltd Liability Ltd Liability               Intl Bus
        Estate Planning Matrix:       Sole       Business   Partnership Partnership                               Corp        Ltd Pship Company                          Corp
       Check All Applicable Boxes   Proprietor    Trust         GP          LP          C Corp       S Corp        PSC          LLLP           LLC         Intl LLC      IBC        Other
 1   Checking Acct 1
 2   Checking Acct 2
 3   Checking Acct 3
 4   Savings/CD/MMkt
 5   Foreign Checking
 6   Brokerage Acct 1
 7   Brokerage Acct 2
 8   Foreign Brokerage Acct
 9   Stocks, bonds
10   Mutual Funds
11   Options
12   Are you a Trust Grantor
13   Are you a Trustee
14   Trust Beneficiary 1
15   Trust Beneficiary 2
16   Business Ownership:
17   Sole Proprietor
18   General Pship Shares
19   Limited Pship Shares
20   C Corp Shares
21   S Corp Shares
22   LLC Shares
23   Intl LLC Shares
24   Intl Bus Corp Shares
25   Real estate ownership:
26   Home
27   Second home/cabin
28   Vacant land
29   Residential Rental 1
30   Residential Rental 2
31   Residential Rental 3
32   Commercial Bus Prop
33   Commercial Rental 1
34   Commercial Rental 2
35   Vehicle 1
36   Vehicle 2
37   Vehicle 3
38   Vehicle 4
39   Recreation Vehicle/Boat
40   Personal Property/Equip
41   Annuity
42   Life Insur Policy 1
43   Life Insur Policy 2
44   Life Insur Policy 3
45   Life Insur Policy 4
46   Health Insurance
47   Dental Insurance
48   Vision Insurance
49   Pre-paid legal plan
50   ST Disability Insurance
51   LT Disability Insurance
52   Long Term Care Insur
53   Critical Illness Insurance
54   Workers Comp Insur
55   Homeowners Insurance
56   Renters Insurance
57   Landlord Insurance
58   Vehicle Insurance
59   Pers Umbrella Insur
60   Commcl Gen Liab Insur
61   Commcl Real Estate Ins
62   Commcl Landlord Insur
63   Commcl Vehicle Insur
64   Commcl E&O Insur
65   Commcl Umbrella Insur
     Do you have a:                   Yes          No         Please Note: Estate Planning and Asset Protection Planning is complex. This matrix is a tool for helping you to organize your
     Buy-Sell Agreement                                          financial affairs. We recommend using a financial advisor, legal advisor, insurance advisor and tax advisor to assist you.
     Key Man Life Insurance                                                 We would be glad to meet with you to help you begin the process of creating a comprehensive plan.
     Key Man Disability Insur                                                                             We do not provide legal or tax advice.
     Executive Bonus Insur
     Split Dollar Insurance
     ESOP plan
     Retirement plan
     Other benefit plan                                                                                                                                                Business Assets
     (c) 2002 Advisor Financial Services                         Web site: AdvisorFinancialServices.com                                                               (719) 591-0433

				
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