Estate | Baird's Omaha 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.

4 Elements of an Estate Strategy

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

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Safeguard Your Digital Estate

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

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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.

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.

A Closer Look: Estate Planning Without Heirs

What real-life planning situations require when traditional heirs aren’t part of the picture.

A Brief History of Estate Taxes

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

Passing Down a Family Vacation Home: A Case Study

How one family used thoughtful planning to balance legacy, responsibility and flexibility when passing down a vacation home.

Address Potential Incapacity with Estate Planning

Use a power of attorney and revocable trust to ensure your wishes are honored if you become incapacitated.

Talking With Aging Parents About Their Finances

How you can make conversations with your parents about their finances easier and more productive.

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Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

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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?

When Special Care Is Needed: The Special Needs Trust

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