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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
What To Look For in a Trustee
There’s a lot to consider when appointing a trustee for your estate. Here are 3 questions to ask when making the decision.
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.
Revocable Trusts Explained
Revocable trusts can be used to help ensure your financial wishes are met while you are living and after death.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
You May Be Wealthier Than You Think
Family wealth is measured in ways not found on a spreadsheet or portfolio statement.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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