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.
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.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Talking With Aging Parents About Their Finances
How you can make conversations with your parents about their finances easier and more productive.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
What to Do After Losing a Loved One
It’s easy to feel overwhelmed as the executor of a loved one’s estate. Here’s steps to make the process more manageable.
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.
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."
Managing Family Dynamics in Business Succession
Preserve both your business and your family bonds with a thoughtful succession strategy.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
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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4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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