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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4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Passing Your Second Home to the Next Generation
Transitioning a family home to the next generation? These strategies can help preserve your legacy and avoid conflict.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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.
Address Potential Incapacity with Estate Planning
Use a power of attorney and revocable trust to ensure your wishes are honored if you become incapacitated.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
A Brief Guide to Prenups
Society’s views on prenuptial agreements are evolving. Here’s how prenups can make your relationship stronger.
Talking With Aging Parents About Their Finances
How you can make conversations with your parents about their finances easier and more productive.
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4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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