Estate Planning

Estate planning is more than completing a living will and filing documents with your attorney. It's ensuring that the legacy you've created helps the people and organizations closest to you reach their dreams even after you're gone.

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. And your Baird Financial Advisor has 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
Designate someone to make decisions on your behalf in the event you can't do so yourself
Maximize your gifts’ benefit and tax efficiency
Establish trusts without sacrificing flexibility if your circumstances change
Set up charitable and family foundations
Ensure that as your life changes, your estate plan stays up-to-date

Your Baird Financial Advisor can help make sure your estate plan matches your wishes and ensures your legacy.

Resources for Estate Planning

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."

Learn More

Steps to Protecting a Child with Disabilities

Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.

Learn More

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

Learn More

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