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Estate Planning Terms:  A process by which a person designs a strategy and prepares documents to conserve, protect, and distribute estate assets before and after death for the benefit of loved ones, taking into consideration the effect of state and federal...

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The East End is a legacy community where families summer by the ocean, bay and wineries for continual generations. These families engage in strategic succession planning, whereby a trust, as an essential planning tool, is generally the best vessel to...

M2RB:  Lyle Lovett (Stick around for Nobody Knows Me Like My Baby) The mystery masked man was smart He got himself a Tonto 'Cause Tonto did the dirty work for free But Tonto he was smarter And one day said, "Kemo Sabe Kiss my ass I bought a boat I'm...

In the U.S., an individual’s estate, beyond a certain limit ($5,250,000 for 2013) is subject to federal taxes on his/her estate. Some state also impose an estate tax. Many taxpayers take the necessary measures to minimize estate taxes, but rarely...