At-Risk Assets

At-Risk Assets

An asset protection plan should evaluate each significant asset and develop a unique strategy for that asset. We recommend that Liberty Street Advisory Group review the following client asset categories for a strategic risk analysis:

  • Brokerage accounts
  • Vacation home
  • Annuities
  • Rental property
  • Bank accounts and CDs
  • Planes and boats
  • “C” and “S” Corporation stock positions
  • Home

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.
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