Estate
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.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
Trusts As Part of Your Financial Plan
Trust Strategists with Baird Trust, discuss how different types of trusts can fit into your overall financial plan.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Taking Control of Your Financial Future
Baird Women Advisors provides 5 tips on how women can build their knowledge and confidence about money and investing.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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