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About this Archive

This page is a archive of entries in the Estate Planning +Taxation category from April 2009.

Estate Planning +Taxation: March 2009 is the previous archive.

Estate Planning +Taxation: May 2009 is the next archive.

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Estate Planning +Taxation: April 2009 Archives

By Martin M. Shenkman, CPA, MBA, JDIntroductionThe estate of Brooke Astor is embroiled in a headline grabbing suit with her son, Anthony Marshall, and her former estate planner, Francis X. Morrissey, Jr. Was she competent when she signed the two...

Continue reading "The Practical Planner: Brooke Astor Estate: Questions and Lessons"

By Robert L. Moshman, Esq. In difficult financial times like these some pithy words of wisdom make more sense than ever. The Great Bard on Money  "Neither a borrower nor a lender be; For loan oft loses both itself and...

Continue reading "The Estate Analyst: Shakespeare & Ben Franklin Had It Right"

By Robert L. Moshman, Esq.TEMPORARY RULES & TAX BREAKSThere are several tax breaks and financial rules with deadlines that will expire.FDIC INSURANCE LIMITS: Depositors should be wary of taking FDIC insurance coverage at $250,000 for granted. That level of coverage...

Continue reading "The Estate Analyst: Temporary Rules & Tax Breaks"

By Robert L. Moshman, Esq."We have nothing to fear, except fear itself. -Franklin Delano Roosevelt These are fearful times in which we plan. Set phasers to "stun" as we assemble a landing party and beam down to planet Earth to assess...

Continue reading "The Estate Analyst: "Planning in Fearful Times""