Baird Insights
Planning Moves to Consider Before Year-End
Perhaps more than any other year, 2024 may feel especially important when it comes to financial decision making.
Tim Steffen, Director of Advanced Planning, highlights key strategies and considerations that may help you start the upcoming year strong.
How To Talk With Your Family About Wealth
Discussions around family wealth can be uncomfortable, but they're critical to preserving your wealth across generations.
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Baird Wealth Strategies: Building a Purposeful Charitable Legacy
Many people are often interested in how they can gift to their favorite charities and non-profits in a tax-efficient manner.
In this webinar Scott Grenier, Manager of Tax & Estate Planning at Baird, Jonathan Raymon, a Charitable Solutions Strategist at Baird Trust, and Kate Biagi-Rickert, Charitable Solutions Officer at Baird Trust, cover what you need to know about the possible charitable solutions and what strategies can be implemented when giving.