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.

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Perspectives on Estate Planning

Perspectives on Estate Planning

Estate Planning is not just for the extremely wealthy

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

When Special Care Is Needed: The Special Needs Trust

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.

What to Do After Losing a Loved One

Executing a loved one’s estate can be overwhelming. Here’s a guide of important tasks to help you stay on track.

A Brief Guide to Prenups

Prenuptial agreements are a smart route to take for many couples. Read about reasons to have one and their best practices.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

A House Divided

If you’re thinking of buying a vacation home with family, here are some ground rules to consider before making it legal.

October Wealth Strategies

Wealth management and trust experts discuss how to secure a legacy while deepening familial bonds.

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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.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Safeguard Your Digital Estate

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

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.

Perspectives on Estate Planning

Estate Planning is not just for the extremely wealthy

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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