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August 2024

  • Baird Trust
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  • 2024
  • August 2024
Mark Nickel, CFP®, President and Chief Investment Officer of Baird Trust and Jim Allen, CFA, Vice Chair of Baird.
Allen, Nickel Reflect on 5-Year Merger Anniversary

This fall marks the five-year anniversary of Hilliard Lyons becoming part of Baird.

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Estate Planning
Estate Settlement
Should I Put My House in a Trust? The Pros and Cons

Baird Trust Counsel Dani Fowles discusses this strategy’s advantages and disadvantages.

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Estate Planning
The Importance of Digital Estate Planning

Mark Criner, Vice President and Senior Trust Strategist for Baird Trust, shares how to protect digital assets.

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Estate Settlement
Hidden Assets

The practice of hiding cash in one’s home might be informed by generations of misgivings toward financial institutions.

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