Estate | Baird

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.

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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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.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Safeguard Your Digital Estate

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

You May Be Wealthier Than You Think

Family wealth is measured in ways not found on a spreadsheet or portfolio statement.

Address Potential Incapacity with Estate Planning

Use a power of attorney and revocable trust to ensure your wishes are honored if you become incapacitated.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

3 Estate Challenges for Blended Families

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

Talking With Aging Parents About Their Finances

How you can make conversations with your parents about their finances easier and more productive.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

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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?

When Special Care Is Needed: The Special Needs Trust

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

When Do You Need a Will?

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