Enough never seems to be enough for U.S. millionaires, according to a new report from UBS. Many wealthy investors keep working long after they need because of the continual shift in objectives and the need to maintain financial security.
Milli...
From a tax perspective, relocating can have significant implications
Your client wants to create a “silent trust” with a charity as the sole beneficiary. And he doesn’t want the charity to now know about his plans. He wants the assets to remain in the trust for a period of years before they begin...
