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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Estate Management 101

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.

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

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

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

The Basic Elements of Estate Planning

While estate planning may seem to be primarily the purview of the ultra-wealthy, the truth is that it’s a multifaceted process that can provide benefits to people in many different economic situations.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

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.

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.

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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When Do You Need a Will?

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

Perspectives on Estate Planning

Estate Planning is not just for the extremely wealthy

Safeguard Your Digital Estate

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

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.

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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