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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...
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...