Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

• Articles

  Succeeding at Business Succession

  There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

  Four Reasons Millennials Need an Estate Strategy

  Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

  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.

  A Closer Look: Estate Planning in a Blended Family

  How thoughtful estate planning can support your spouse now and protect your children’s inheritance later.

  Helping Your Children Prepare for an Inheritance

  Six strategies to facilitate an important – though potentially uncomfortable – conversation around inheriting wealth.

  Estate Management Checklist

  Is your estate in order? This short quiz may help you assess your overall strategy.

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• Calculators

  Comparing Mortgage Terms

  Compare different mortgage term lengths side by side to find the option that fits your budget.

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• Videos

  4 Elements of an Estate Strategy

  Learn about the importance of having an estate strategy in this helpful and informative video.

  Charitable Giving: Smart from the Heart

  Do you have causes that you want to support with donations?

  Estate Management 101

  A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

  When Do You Need a Will?

  When do you need a will? The answer is easy: Right Now.

  When Special Care Is Needed: The Special Needs Trust

  A special needs trust helps care for a special needs child when you’re gone.

  Exit Strategies of the Rich and Famous

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

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