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Estate Planning

Estate planning is more than just a legal task; it's about strategically ensuring that the impact of your life's work continues to empower your loved ones and the causes you care most about.

Strategies for Estate Planning

A thoughtful estate plan lets you pass on your assets the way you want, maximizing the financial benefit to your heirs and providing comfort during a difficult time in their lives. While Baird does not prepare estate plans, our Financial Advisors have the expertise to make sure your estate plan is working in sync with your larger wealth management plans by helping you:

  • Give directly to people and causes that mean the most to you
  • Maximize your gifts’ benefit and tax efficiency
  • Help establish trusts without sacrificing flexibility if your circumstances change
  • Assist in setting up charitable and family foundations
  • Ensure that as your life changes, your estate plan stays up-to-date

We can help make sure your estate plan matches your wishes and ensures your legacy.

Resources for Estate Planning

What To Look For in a Trustee

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.
Trusts As Part of Your Financial Plan

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.

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