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.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Have A Question About This Topic?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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.
Ten Common Estate Settlement Mistakes
Make sure your legacy is carried out according to your wishes by avoiding these estate planning pitfalls.
Passing Your Second Home to the Next Generation
Transitioning a family home to the next generation? These strategies can help preserve your legacy and avoid conflict.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
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.
View all articles
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?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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?
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.
View all videos
-
Articles
-
Videos