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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Safeguard Your Digital Estate

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

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.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.

Managing Family Dynamics in Business Succession

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

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

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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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.

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?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

When Do You Need a Will?

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

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Articles

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Ten Common Estate Settlement Mistakes

Make sure your legacy is carried out according to your wishes by avoiding these estate planning pitfalls.

Staying Out of Probate

A wise use of trusts can keep your heirs from the hassle of probate court.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

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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.

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?

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.

View all videos