Personal Real Property -
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i) | residential real estate
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ii) | agriculture real estate
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iii) | commercial real estate
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iv) | time-share contracts & deeds |
Business Interests -
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i) | sole proprietorships & general partnerships
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ii) | closely-held corporations / partnerships / LLCs
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iii) | contracts, royalties & patents |
Equity & Debenture Accounts -
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i) | stocks & brokerage street accounts
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ii) | bonds & treasury bills
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iii) | managed accounts, mutual funds, REITs
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iv) | IRAs, SEPs, 301-Ks & other qualified plans
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v) | non-qualified plans (rabbi trusts, deferred comp. etc) |
Notes of Equity -
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i) | security reality interests
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ii) | promissory notes |
Personal Property Interests -
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i) | motor vehicles (cars, motor homes etc.)
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ii) | sports craft (airplanes, boats etc.)
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iii) | home furnishings, tools etc.
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iv) | heirlooms & collector items |
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