Closeup image of road during sunrise

Baird Trust’s Mark Criner Featured in The New York Times

Mark Criner III, JD, Vice President and Senior Trust Strategist for Baird Trust, spoke recently with The New York Times about older generations who prefer to keep assets such as cash and other valuables at home than in a financial institution. The article, “When the Money is Under the Mattress. Or in the Freezer. Or a Shoebox.”, offers advice on how the heirs of these individuals, and the wealth management and estate planning professionals who support them, might navigate these situations.

Read the full article