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

When Special Care Is Needed: The Special Needs Trust

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

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.

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.

Safeguard Your Digital Estate

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

• Articles

  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.

  When Should You Revisit Your Estate Plan?

  Buying a house? Moving to a new state? There are many good reasons to take another look at your will and estate plans.

  A Brief Guide to Prenups

  Society’s views on prenuptial agreements are evolving. Here’s how prenups can make your relationship stronger.

  What is the Value of Your Business?

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

  Address Potential Incapacity with Estate Planning

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

  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.

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• Videos

  When Do You Need a Will?

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

  4 Elements of an Estate Strategy

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

  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.

  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.

  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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