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.

Safeguard Your Digital Estate

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

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Planning To Be Alone

4 tips on how to financially prepare for widowhood

When Do You Need a Will?

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

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.

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.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Revocable Trusts Explained

Revocable trusts can be used to help ensure your financial wishes are met while you are living and after death.

Choosing a Business Structure

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

How To Talk Through Transitioning a Family Business

Five strategies to navigate difficult conversations around succession planning and help bring a family together.

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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.

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 Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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?

Safeguard Your Digital Estate

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

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Articles

And the Executor Is

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

Managing Family Dynamics in Business Succession

Preserve both your business and your family bonds with a thoughtful succession strategy.

Keeping Your Legacy Secure

Simple strategies for protecting your assets from creditors and lawsuits

Planning To Be Alone

4 tips on how to financially prepare for widowhood

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.

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.

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Videos

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.

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 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?

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