Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Do you have causes that you want to support with donations?
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.