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Jan 15, 2008 15:13

first day of work, i was organizing the beneficiaries of a $2,000,000+ annuity account within a $7.2 million portfolio. the owner of the account is 91 years old and the 14 beneficiaries are all about 5 to 10 years old. he wants to set up trust funds for them because it would be a bad idea to give a 6-year-old half a million dollars ( Read more... )

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yafah January 15 2008, 23:05:42 UTC
:) hooray!

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