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.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Have A Question About This Topic?
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.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
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.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
View all articles
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Perspectives on Estate Planning
Estate Planning is not just for the extremely wealthy
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
View all videos
-
Articles
-
Videos