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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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.
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.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
A Brief Guide to Prenups
Society’s views on prenuptial agreements are evolving. Here’s how prenups can make your relationship stronger.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Managing Family Dynamics in Business Succession
Preserve both your business and your family bonds with a thoughtful succession strategy.
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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 Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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