Sam is an 80 year old wealthy business man who will, Business Economics

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Sam is an 80 year old wealthy business man who will

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?

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