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.

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.

LET'S TALK!

  • Grandfather teaching grandson how to play guitar.
    If the worst happened, I want to make sure my family is taken care of.
  • Multi-generational African-American family sitting outside enjoying a meal.
    I want my kids and grandkids to understand why giving back to our community is so important.
  • Malaysian mother and daughter going over financial documents.
    I don't want family members fighting over how my assets were distributed.