Broker Check
Client Login

Estate Planning

Estate planning is more than completing a living will and filing documents with your attorney. It's ensuring that the legacy you've created helps the people and organizations closest to you reach their dreams even after you're gone. 

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 Financial Advisors have 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

Image for 2026 Planning Outlook

2026 Planning Outlook

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

Speak to a Professional

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

Schedule Consultation