Estate | The Brown Schroeder Group

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.

When Special Care Is Needed: The Special Needs Trust

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

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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.

Taking Control of Your Financial Future

Baird Women Advisors provides 5 tips on how women can build their knowledge and confidence about money and investing.

Charitable Giving: Smart from the Heart

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

Ten Common Estate Settlement Mistakes

Make sure your legacy is carried out according to your wishes by avoiding these estate planning pitfalls.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

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.

Trusts As Part of Your Financial Plan

Trust Strategists with Baird Trust, discuss how different types of trusts can fit into your overall financial plan.

Succeeding at Business Succession

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

Staying Out of Probate

A wise use of trusts can keep your heirs from the hassle of probate court.

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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?

4 Elements of an Estate Strategy

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