Confidence that your loved ones are cared for after you are gone

Wealth Transfer

The third phase of the investor's life cycle is the Wealth Transfer Phase. During this time, investors give thought to their legacy and how they want to employ their wealth after they have passed away.  Comprehensive estate planning coordinates the accumulation, conservation, and ultimate distribution of estates in a manner that achieves an investor's personal goals and objectives. An up-to-date estate plan creates peace of mind for both you and your beneficiaries. A good estate plan also mitigates the impact of federal and state taxes that can diminish the amount of wealth available for distribution to the investor's family upon their death.

While we at Baird do not draft legal estate planning documents, we can guide you on how to build a thoughtful plan or offer an unbiased and thorough review of your existing plan. Our Estate Planning experts in Baird’s Wealth Solutions Group 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 and our Estate Planning experts to walk you through the report and determine appropriate next steps. Most importantly, this review process will provide you with a complete understanding of your estate plan and what options are available to you.