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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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
What To Look For in a Trustee
There’s a lot to consider when appointing a trustee for your estate. Here are 3 questions to ask when making the decision.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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.
Helping Your Children Prepare for an Inheritance
Six strategies to facilitate an important – though potentially uncomfortable – conversation around inheriting wealth.
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.
Talking With Aging Parents About Their Finances
How you can make conversations with your parents about their finances easier and more productive.
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."
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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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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