What steps would you recommend? Be sure to address issues including wills, trusts, gifting, joint accounts, confidentiality, and probate.

208 wk 14: Assets and Estate Taxes

Your 80-year-old uncle has an estate valued at over $25 million and asked for your advice regarding how to make sure that each of his heirs receive certain assets and that estate taxes are minimized. What steps would you recommend? Be sure to address issues including wills, trusts, gifting, joint accounts, confidentiality, and probate.

You must cite your sources. Your response should be at least one page  in length. Be sure to respond in a business-like manner using proper spelling, grammar and sentence structure.