I put my $1.1m home in an irrevocable trust with my sons as beneficiaries and I now want to sell it. But am I forced to buy a house of equal value?

What to consider before downsizing.

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I put my $1.1m home in an irrevocable trust with my sons as beneficiaries — and I now want to sell it. But am I forced to buy a house of equal value?

Lisa, a 69-year-old retiree in Miami, is ready for a change. After decades of living in the outskirts of the city, she and her husband want to relocate somewhere quieter and more affordable. Their ...