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.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Have A Question About This Topic?
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.
Talking With Aging Parents About Their Finances
How you can make conversations with your parents about their finances easier and more productive.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Estate Planning When Time Is Short
Questions designed to help you prioritize essential decisions when you have limited time left to live.
The Basic Elements of Estate Planning
It’s not just for the ultra-wealthy. Estate plans can help protect assets, make things easier for heirs and minimize taxes.
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.
Revocable Trusts Explained
Revocable trusts can be used to help ensure your financial wishes are met while you are living and after death.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
View all articles
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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.
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