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.
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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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Managing Family Dynamics in Business Succession
Preserve both your business and your family bonds with a thoughtful succession strategy.
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.
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.
Ten Common Estate Settlement Mistakes
Make sure your legacy is carried out according to your wishes by avoiding these estate planning pitfalls.
You May Be Wealthier Than You Think
Family wealth is measured in ways not found on a spreadsheet or portfolio statement.
Planning for a Child With Special Needs
5 ways to navigate the financial challenges associated with caring for someone with special needs.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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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?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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.
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