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This page contains a single entry by lsaret published on February 25, 2009 5:43 PM.

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Bob Moshman

By
lsaret
on February 25, 2009 5:43 PM | | Comments (0) | TrackBacks (13)
email: bmoshman@optonline.net

Bob Moshman is a professional writer and attorney. He is a graduate of Columbia College (BA English, 1978) and Case Western Reserve University School of Law in Cleveland, Ohio (JD, 1981).  He has written over 1,000 financial articles since 1981 with emphasis on estate planning. A number of these articles have appeared in publications such as Property & Probate and Trusts & Estates. Bob currently publishes a monthly newsletter, The Estate Analyst, and practices law as a member of the NY and NJ bars. 

13 TrackBacks

Listed below are links to blogs that reference this entry: Bob Moshman.

TrackBack URL for this entry: http://www.wealthstrategiesjournal.com/mt/mt-tb.cgi/1915

The Estate Analyst: "Freeze, Squeeze & Burn Trusts" from Articles on February 25, 2009 5:46 PM

By Robert L. Moshman, Esq.And now for something completely different. A super-charged multi-tasking trust that utilizes readily available techniques and turns them into a totally innovative and effective arrangement. Estate-planning iconoclast Richard ... Read More

The Estate Analyst: "Plateau or Pinnacle" from Articles on February 25, 2009 5:46 PM

By Robert Moshman, Esq.   Plateau or Pinnacle? Estate tax professionals, welcome to 2009, the promised land! We have made it through nearly the entire estate tax repeal phase-in from 2001 through 2009, the pinnacle of estate tax repeal.Is this... Read More

Estate Analyst: "Memorable Quotations" from Articles on February 25, 2009 5:47 PM

By Bob Moshman, Esq. Many well known people departed in 2008 and though they will not walk this way again, their words live on and shall be remembered."The four most dangerous words in investing are 'This time it's different.'"  --Sir John... Read More

The Estate Analyst: Estates In The News from Articles on February 25, 2009 5:48 PM

By Robert L. Moshman Esq. The Helmsley Dog Trusts: When Leona Helmsley passed away at age 87 in 2007, headlines focused on a large bequest to a small dog. The real estate heiress, also known as "The Queen of Mean,"... Read More

The Estate Analyst: "The Year In Review, 2008" from Articles on February 25, 2009 5:49 PM

By Robert L. Moshman, Esq.Whooosh! Another year has rushed by (except for the months when it dragged on, such as during an endless election, or when oil prices were heading toward $150 per barrel, or when staggering stock market losses... Read More

The Estate Analyst: "Scam Relief for Madoff Victims" from Articles on March 2, 2009 1:12 AM

By Robert L. MoshmanCharles Ponzi is experiencing a renaissance of interest lately thanks to the exploits of Bernard Madoff. In December, 2008, Madoff was accused of losing $50 billion of investments for his clients utilizing a Ponzi or pyramid scheme.... Read More

The Estate Analyst: "Nevada-nizing Asset Protection" from Articles on March 22, 2009 3:15 AM

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The Estate Analyst: "H.R. 436 Retains Estate Tax" from Articles on March 30, 2009 1:42 AM

By Robert L. Moshman, Esq.You know that tax that we used to impose on estates? The one that we repealed in 2001 but which we kept imposing for nine years? The same tax that no one really believed would be... Read More

The Estate Analyst: Temporary Rules & Tax Breaks from Articles on April 15, 2009 7:49 PM

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 ... Read More

The Estate Analyst: "Planning in Fearful Times" from Articles on April 17, 2009 8:38 PM

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... Read More

The Estate Analyst: Shakespeare & Ben Franklin Had It Right from Articles on May 5, 2009 8:49 PM

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... Read More

The Estate Analyst: "The Million Dollar Estate" from Articles on May 29, 2009 6:52 PM

By Robert L. Moshman, Esq.   There may be 10 million American estates of about $1 million. Yet without ongoing earned income of their owners, most of these estates are in jeopardy of not reaching the next generation of heirs... Read More

The Estate Analyst: "Nevada's Restricted LLC and LP" from Articles on October 13, 2009 9:29 PM

By Robert L. Moshman, Esq.Attention all state havens for income and transfer taxation (this means you Alaska, South Dakota, and Wyoming), prepare to be jealous of the latest state advantage in the effort to be the most taxpayer friendly haven... Read More

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