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.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Have A Question About This Topic?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Planning To Be Alone
4 tips on how to financially prepare for widowhood
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
A House Divided
If you’re thinking of buying a vacation home with family, here are some ground rules to consider before making it legal.
A Closer Look: Estate Planning in a Blended Family
How thoughtful estate planning can support your spouse now and protect your children’s inheritance later.
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.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
View all articles
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
View all videos
-
Articles
-
Videos