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.

Featured Video

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

When Special Care Is Needed: The Special Needs Trust

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

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

Safeguard Your Digital Estate

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

• Articles

  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.

  Why Everyone Needs an Estate Strategy

  Do you have an estate strategy? You should.

  Get Your Estate Plans in Order for Year-End

  Here are three estate planning strategies to consider before the end of the year to assist in transferring wealth.

  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.

  Succeeding at Business Succession

  There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

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• Videos

  Exit Strategies of the Rich and Famous

  Estate conservation is too important to put off. Do you have a smart exit strategy?

  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?

  4 Elements of an Estate Strategy

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

  When Special Care Is Needed: The Special Needs Trust

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

  Safeguard Your Digital Estate

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

  View all videos