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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

Taking Control of Your Financial Future

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.
Learn More
Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
Learn More
Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
Learn More

How Can We Help? 

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