Estate | Baird's Indianapolis Office

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Charitable Giving: Smart from the Heart

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4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Passing Your Second Home to the Next Generation

Transitioning a family home to the next generation? These strategies can help preserve your legacy and avoid conflict.

Keeping Your Legacy Secure

Simple strategies for protecting your assets from creditors and lawsuits

Revocable Trusts Explained

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

Planning for a Child With Special Needs

5 ways to navigate the financial challenges associated with caring for someone with special needs.

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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Articles

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

What To Look For in a Trustee

There’s a lot to consider when appointing a trustee for your estate. Here are 3 questions to ask when making the decision.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

What to Do After Losing a Loved One

It’s easy to feel overwhelmed as the executor of a loved one’s estate. Here’s steps to make the process more manageable.

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Videos

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

View all videos