Estate Planning

Estate planning is greater 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. 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 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.

Learn More

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Learn More

Safeguard Your Digital Estate

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

Learn More

How Can We Help?

Name

Email

Address

Phone

Question

Thank you!

Oops!