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.

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4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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.

A Brief Guide to Prenups

Prenuptial agreements are a smart route to take for many couples. Read about reasons to have one and their best practices.

Everything You Need To Know About Tax-Free Family Gifting

With a well-planned gifting strategy, you can transfer wealth tax-free to your beneficiaries.

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.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

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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?

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.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Perspectives on Estate Planning

Estate Planning is not just for the extremely wealthy

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