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Estate Planning

Estate Planning

Your legacy is much more than just your financial assets.  It’s your personal values, the memories that carry on and your entire belief system. We'll ensure your estate plan reflects the legacy you want to leave behind.

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.  We'll ensure your estate plan is working in sync with your financial plan by helping you:

  • Give directly to people and causes that mean the most to you
  • Designate someone to make decisions on your behalf in the event you can’t do so yourself
  • Maximize your gifts’ benefit and tax efficiency
  • Establish trusts without sacrificing flexibility if your circumstances change
  • Set up charitable and family foundations
  • Ensure that as your life changes, your estate plan stays up-to-date

Baird Trust

With more than 35 years of experience providing asset management, trust administration and estate settlement services for individuals, families and institutional clients, the professionals at Baird Trust can help you protect, grow and transfer your wealth in a way that reflects your values and vision for the future. Discover how we strive to deliver the peace of mind that comes from knowing the people and causes you care about will be provided for.

Estate  Planning

Our Baird estate planners explore with you customized solutions that help safeguard your assets, mitigate the impact of taxation and ensure your estate provides long-term financial support and peace of mind for the people and causes closest to you. 

Trust & Estate Services

Our trust and estate services team helps make sure your wishes are carried out and your loved ones or charities are provided for as you planned. Working with you and your family, we provide budgeting and cash flow support within the parameters of your legal documents.

Investment Management 

Leveraging our proprietary Core + Satellite approach and long-term holding philosophy, we can help you build an investment portfolio designed to maximize the return potential of your assets and help you reach your wealth goals.

Someone is sitting in the shade today because someone planted a tree a long time ago.” - Warren Buffet