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Thank you.Why Massachusetts still uses 706 from 1999 is a mystery to me
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Thank you for your quick response.
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My client passed away in October 2025.She had a Living Trust which included Real Estate, a Brokerage Account and an IRA.Upon her death the Living Trust was conv...
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I read the Trust multiple times and realize there might be a problem since the as you suggested the trust was split into two Trusts but both were revocable.At t...