State, Federal & Commercial Protections

State, Federal & Commercial Protections

Just because we have a hammer (DAPTs), doesn’t mean we believe every problem is a nail. Client concerns sometimes can be addressed via fairly simple actions or by a better understanding of protections already available through existing state statutes and commercially available products.

Below are techniques and protections that may have application in certain circumstances:

  • Life insurance and Annuities
  • Spousal Gifting
  • Pre-Nuptial Agreements
  • IRAs, Pensions & 529 Plans
  • Homestead Exemptions
  • Tenancy-by-the-Entirety
  • Statutory Non-Bankruptcy Exemptions
  • Education IRAs and 529 Plans
  • Accident, Sickness & Disability Protection
  • State Benefits Protection
  • Year’s Support Allowance

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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