Especially for those in high-tax states, tools like an incomplete gift, non-grantor trust have the potential to reduce taxes on major asset sales.
A Week of Service, Connection and Gratitude
How equipping your portfolio with adequate safety measures can spark sustainable and long-term growth.
In today’s dynamic world, adapting to change while upholding investing fundamentals is key.
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?
