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 Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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.
What to Do After Losing a Loved One
It’s easy to feel overwhelmed as the executor of a loved one’s estate. Here’s steps to make the process more manageable.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
You May Be Wealthier Than You Think
Family wealth is measured in ways not found on a spreadsheet or portfolio statement.
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.
When Should You Revisit Your Estate Plan?
Buying a house? Moving to a new state? There are many good reasons to take another look at your will and estate plans.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Planning To Be Alone
4 tips on how to financially prepare for widowhood
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
View all articles
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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?
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.
View all videos
-
Articles
-
Videos