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Estate Planning

Estate planning goes beyond drafting a will and filing documents. It’s about ensuring your legacy supports the people and causes you care about long after you’re gone. While we’re not attorneys and can’t prepare legal documents, we help you understand your options and collaborate with your lawyer so those conversations are efficient and effective.

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 team 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
  • 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

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2026 Planning Outlook

In our final installment of the 2026 Outlook series, Baird’s Wealth Planning experts share opportunities for the year ahead.

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Staying Out of Probate

A wise use of trusts can keep your heirs from the hassle of probate court.

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Revocable Trusts Explained

Revocable trusts can be used to help ensure your financial wishes are met while you are living and after death.

Let’s Build Your Financial Future Together

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