Question: My fiancé sold a property in Florida back in 2018. He was away in the military until this year and now that I’m doing our taxes, I’m worried that it will become an issue as [...]

Question: I just read your article about IRAs being paid to trusts. Is a special needs trust for grantor’s disabled son an “eligible designated beneficiary” under the SECURE [...]

Question: I’m a US citizen living abroad, my wife is a non-US citizen. I have two children living in United States and they are both US citizens. My property and all my assets are in U.S. I [...]

Question: Does our trustee need to file a tax return for 2021 for our irrevocable trust established on Dec 17, 2021? The only assets in the trust are our house we are still living in and some [...]