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.

Featured Video

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?

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.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

• Articles

  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 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.

  A Checklist for When a Spouse or Parent Passes

  An overview of some fundamental steps when a loved one passes.

  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.

  Succeeding at Business Succession

  There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

  Staying Out of Probate

  A wise use of trusts can keep your heirs from the hassle of probate court.

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• Videos

  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?

  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?

  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.

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