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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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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?
A Closer Look: Estate Planning Without Heirs
What real-life planning situations require when traditional heirs aren’t part of the picture.
You May Be Wealthier Than You Think
Family wealth is measured in ways not found on a spreadsheet or portfolio statement.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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.
Helping Your Children Prepare for an Inheritance
Six strategies to facilitate an important – though potentially uncomfortable – conversation around inheriting wealth.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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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