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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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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.
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.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Staying Out of Probate
A wise use of trusts can keep your heirs from the hassle of probate court.
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.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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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