Question: Just purchased the book. It’s great so far! Skipping around at different sections of the book that are of interest, but plan to read it, front to back. Just a quick question [...]

Question: I made a family mortgage loan to my son under my revocable trust. Recently, I amended the mortgage interest rate as market rates fell. I am told that I need to file Form 709 if the [...]

Question: I am a permanent resident of the United States. Currently, I am single and thinking to add a beneficiary who is not a U.S. resident. I have called my bank about the same but we [...]