Perspectives on Estate Planning

A key component to thoughtful wealth management is that when it’s time to transfer your estate to the people and causes you care about, you have a plan in place that maximizes its impact.

We recommend all our clients draw up an estate plan – not only for the confidence that your loved ones are cared for after you’re gone, but also to avoid the confusion and hurt feelings that can arise at an already difficult time. Learn more about our perspective and approach to estate planning in the video below.

While we at Baird do not draft legal estate planning documents, we can provide a thorough review of your existing plan.

Our team will review your existing legal documents and conduct an analysis of their alignment with your stated goals. Once the review is complete, we will host a meeting with you to walk you through the report and determine appropriate next steps, which could include:

• Working with your attorney to ensure your legal documents are up-to-date and reflect your desires.
• Retitling your accounts and/or beneficiary designations to ensure alignment with your overall estate plan. Conducting a family meeting to help you communicate your plan to those who will be impacted by it.

Most importantly, this review process will provide you with a complete understanding of your estate plan and what options are available to you.

Please let me know if you are interested in pursuing an estate plan review.