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Amy is 9 5 years old and expects to live for only a few months. She comes to you for estate tax planning advice. Amy's
Amy is years old and expects to live for only a few months. She comes to you for estate tax planning advice. Amy's assets are: stock worth $ million, a house worth $ million, and other miscellaneous assets worth less than $ Amy has not given any gifts of more than $ during her life. What valid advice can you provide to her?
Give gifts to each of her favorite relatives and friends of $
Consider putting the stock into a family limited partnership
Don't worry about the estate and gift tax
Set up a buysell agreement for the stock.
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