
Letter from Mike Schroeder
PWM President Mike Schroeder on the significance of Baird's 100th anniversary.
Even if you're not a music legend, an estate plan is instrumental to ensuring your final wishes are carried out after your death. Here are four reasons people give for not creating a plan – and why this conversation on estate planning needs to be had.
We all have to come to grips with our own mortality. Think of an estate plan as a gift to loved ones, helping alleviate their burden during an already difficult time.
An estate plan is more than a document denoting who gets what. Whether it's establishing a power of attorney or taking advantage of certain tax benefits, it can have a tangible impact on your life right now.
They might not get the chance – in the event someone dies intestate (without a will), the courts decide how their possessions will be divided.
By establishing a will, you can spare your loved ones hurt feelings that can separate families for years.
Good genes won't necessarily protect you from an unexpected misfortune or medical event. Creating a plan is a crucial part of preparing for the unexpected.
That depends on where you live. Different states have different rules about how assets – and debts – are divided without a guiding plan, especially if you're divorced or own property in other states.
A thoughtful estate plan lets you support the people you care about after your death. Your Baird Financial Advisor can help you keep your plan in line with your evolving financial circumstances.
PWM President Mike Schroeder on the significance of Baird's 100th anniversary.
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