If you were to pass away today, would your wishes be carried out?

Regardless of age or wealth, everyone should have a comprehensive estate plan. In addition to providing a means of passing assets to your loved ones after your death, estate planning can address other important issues that are meaningful during your lifetime, such as incapacity planning and asset protection planning.

As part of Baird’s comprehensive wealth management process, Baird’s specialists in estate planning strategies will be happy to work with you and your attorney to help ensure that your unique estate planning needs are met. Some of the basic documents that are essential to a proper estate plan include the following:

  • Last Will and Testament
  • Revocable Trust
  • Credit Shelter/Bypass Trust  
  • Durable Power of Attorney/Health Care Directives
  • Asset Titling
  • Alternate Fiduciary Designations
  • Personal Property List
  • Beneficiary Designations

Comprehensive estate planning provides many meaningful benefits for you during your lifetime and organizes the disposition of your assets in an orderly manner after your death.

Why Everyone Should Have an Estate Plan

BAIRD HIGHLIGHTS