Question: My wife and I are in our early 80s with two daughters and a grandson. Our estate is approximately $5.5 million. We have enough pension resources so we do not withdraw any money from [...]

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: We are Canadians and we own condo in California, where our daughter lives. We would like to transfer the property to our daughter. What is best way, considering USA and Canadian taxes? [...]