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.
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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4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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.
Staying Out of Probate
A wise use of trusts can keep your heirs from the hassle of probate court.
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.
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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
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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.
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?
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.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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