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This page is a archive of recent entries written by lsaret in May 2009.

lsaret: April 2009 is the previous archive.

lsaret: June 2009 is the next archive.

Find recent content on the main index or look in the archives to find all content.

lsaret: May 2009 Archives

By Robert MoshmanThe rise of the LLC has democratized the formation of businesses for liability protection and has affected the dynamics of how wealth is shifted in many ways. The limited liability company did not catch on in the United...

Continue reading "The Estate Analyst: "LLCs, Bankruptcy, Trusts""

By Robert L. Moshman, Esq.   The irrevocable living trust, without any bells or whistles, remains a potent and effective strategy.     The million-dollar estate is under attack.   A divorce, a mishap, a period of unemployment, bad health,...

Continue reading "The Estate Analyst: "The Million Dollar Estate""

By Julius H. Giarmarco, Esq.   The Federal Deposit Insurance Corporation (FDIC) insures bank accounts against a bank failure. The FDIC limits are per bank - not per account. Generally, accounts are insured for $100,000 per depositor for each...

Continue reading "New FDIC Insurance Rules for Living Trust Bank Accounts"

by Robert Blizard for Wealth Strategies JournalPerhaps you've tinkered with the idea of funding a charitable gift annuity (CGA).  Or maybe you've just wanted to learn more about them.  But, for some reason, you've held back.You know a little bit...

Continue reading "ONE CHANGE AT A TIME: Looking closer at the different variables of a charitable gift annuity"

By Pete Swisher, CFPSome qualified plans are goofy. Some give plan sponsors what they want within a framework of prudent fiduciary management, while others are risky and non-compliant--"goofy."  The purpose of this article is not to pick on physicians: doctors...

Continue reading "The Goofy Doctor Plan: Brokers, Self-Direction, and Fiduciary Duty in Qualified Plans"

New ILIT Book Now Available


By: Julius H. Giarmarco, Esq.   The second edition of A Practical Guide to Drafting Irrevocable Life Insurance Trusts by my good friend and Troy, Michigan attorney, Sebastian V. Grassi, Jr., provides a comprehensive and practical guide to designing and...

Continue reading "New ILIT Book Now Available"

By Barbara R. Hauser1What makes a culture?  What makes one culture different from another culture? 2In one sense, each family is its own small culture. In a broader sense, families in France see themselves as quite different, culturally, from families...

Continue reading "Creating Family Governance Systems in Different Cultures "