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News & Insights

With a financial environment that’s constantly in motion, it’s critical to stay on top of the issues that could impact your world. Here are commentary and perspective from Baird’s market and planning experts.

            
Estate Planning
A Guide to Estate Planning TermsWhen you think about making plans for your estate, it helps to learn the lingo. Here are some of the basics.

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Estate Planning
Address Potential Incapacity with Estate PlanningThrough tools like a durable power of attorney and revocable trust, you can ensure your wishes are followed even if you become incapacitated.

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Estate Planning
Charitable Giving
Make the Most of Your Charitable GiftsFour Strategies to Maximize Your Holiday Giving

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Investment Management
The Challenges and Rewards of HoldingWeathering short-term volatility can make buy-and-hold a challenge – but that’s how you reap the benefits of compounding.

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Estate Planning
Divorce-Proofing Your WealthSafeguarding your assets from potential ex-spouses

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Estate Planning
Estate Settlement
The Eternal GiftA Family Letter lets you share your love - and information.

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Estate Planning
The Reality Behind WidowhoodWidowhood can happen sooner than families anticipate – which means the time to prepare is now.

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Estate Settlement
Ten Common Estate Settlement MistakesMake sure your legacy is carried out according to your wishes by avoiding these estate planning pitfalls.

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Estate Planning
Your Digital Estate PlanOnline assets need to be protected just like your financial ones.

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