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.
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
You May Be Wealthier Than You Think
Family wealth is measured in ways not found on a spreadsheet or portfolio statement.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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.
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.
How To Talk Through Transitioning a Family Business
Five strategies to navigate difficult conversations around succession planning and help bring a family together.
Keeping Your Legacy Secure
Simple strategies for protecting your assets from creditors and lawsuits
Managing Family Dynamics in Business Succession
Preserve both your business and your family bonds with a thoughtful succession strategy.
Staying Out of Probate
A wise use of trusts can keep your heirs from the hassle of probate court.
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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?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative 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?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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