What estate planning techniques would you recommend to him

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Sam is an 80 year old wealthy business man who will probably live another 10 years. He has vast wealth including a 10 million home in Florida and $5mm worth of Apple common stock. He has a loving family including 3 children and 5 grandchildren and he is very much involved with his charity work with the American Red Cross. What estate planning techniques would you recommend to him?

Reference no: EM131081807

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