Monthly Archives: May 2009

Warren Buffett and Bill Gates on the estate tax

Analysis of an interview with Warren Buffett and Bill Gates, discussing the estate tax and the moral obligation of the wealthy to society. Should Warren Buffett’s philanthropy be done on a taxable basis? Continue reading

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Dementia and the question of testamentary capacity

The issue is the mental state at the moment the will was signed, not the testator’s overall mental decline. A diagnosis of dementia may be an important indication, but it is not necessarily conclusive. Continue reading

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Hard work and dumb luck

My recent post, Tough luck for dumb luck, linked an article by Robert H. Frank which disagreed with the contentions that the tax system strains the vital connection between individual effort and reward. Robert H. Frank argued that luck contributed … Continue reading

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Life insurance basics

The New York Times published a basic article on life and disability insurance last week.  See Life and Disability Insurance: What You Need to Know, Paul Sullivan, New York Times, April 28, 2009.    From the article: Life insurance comes in … Continue reading

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