Question: My mom and stepdad had a trust. After his death, mom wanted to be rid of the trust so we revoked it. My brother now claims (without a copy of the trust) that he is trustee and as my mother has dementia and lives in care, he is going to sell the property now […]

Question: We have houses in Florida and Massachusetts. In 2025, we are becoming Florida residents. I know all the steps we have to do to become residents, but I heard there was a site that you had to update to prove to Massachusetts that we are no longer residents of the Commonwealth so that we […]

Question: My estate in general is less than the taxable federal limit. Is there a problem in leaving a portion of it to an organization in London, England, that is certified as a non-profit organization in England but not described in IRC 2055(a)? Response: That’s fine. It’s not tax deductible as a charitable contribution, but […]