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.
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.
Planning To Be Alone
4 tips on how to financially prepare for widowhood
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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.
Trusts As Part of Your Financial Plan
Trust Strategists with Baird Trust, discuss how different types of trusts can fit into your overall financial plan.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Revocable Trusts Explained
Revocable trusts can be used to help ensure your financial wishes are met while you are living and after death.
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.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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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 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.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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