Working Through Evolving Tax Implications
Revocable trusts can be used to help ensure your financial wishes are met while you are living and after death. Here’s a summary of how they work.
At Baird Trust, we don’t believe in one-size-fits-all portfolios. Here’s a look into the personal factors we consider.
After stock prices consistently rose through 2024, the sudden market decline in 2025 may be startling – but it’s not unusual.
Which estate planning document is best for you: A will, a trust or both?
Unforeseen developments like increasing lifespans and unsettled tax law highlight the need for better trust flexibility.
Three key takeaways from a review of the 2024 bond market performance.
Stock prices soared higher the past two years. What should we do now?
