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Below are excerpts and annotations from an excellent economic forecast for 2018 from Wealth Management dated January 9, 2018. It is easy to read – more of a ten-point summary - and not long. The author, Bob Doll, senior portfolio manager and chief equity strategist...

This treatment hypothesizes a scenario where a nonresident settlor, with no existing or foreseeable creditor obligations, establishes a  self-settled discretionary spendthrift trust in a state with statutes authorizing the creation of such trusts. The settlor’s spouse and two children, all living together, are the absolutely...

Liberty Street Advisory Group’s combined asset protection and estate planning services are oriented toward wealthy individuals and families with wide financial interests and the desire for a thoughtful approach to preserving their assets and generational estate planning. Our services begin with a no obligation consultation followed by a confidential...

Liberty Street Advisory Group refers to the separate entities, Liberty Street Law, Liberty Street Capital and Trust & Estate Stewards. None of these entities or persons furnish actuarial, accounting or comprehensive tax advice. Liberty Street Law is a law firm, and does not provide investment management, or any financially-related services. Liberty Street Capital, is a limited liability company registered as an investment advisor in Georgia and other locations. Trust & Estate Stewards is a limited liability company. Past results are not a guarantee of future performance.