Estate | Chris Russell

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Planning To Be Alone

4 tips on how to financially prepare for widowhood

Get Your Estate Plans in Order for Year-End

Here are three estate planning strategies to consider before the end of the year to assist in transferring wealth.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

Helping Your Children Prepare for an Inheritance

Six strategies to facilitate an important – though potentially uncomfortable – conversation around inheriting wealth.

Ten Common Estate Settlement Mistakes

Make sure your legacy is carried out according to your wishes by avoiding these estate planning pitfalls.

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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Articles

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

How To Talk Through Transitioning a Family Business

Five strategies to navigate difficult conversations around succession planning and help bring a family together.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Keeping Your Legacy Secure

Simple strategies for protecting your assets from creditors and lawsuits

Taking Control of Your Financial Future

Baird Women Advisors provides 5 tips on how women can build their knowledge and confidence about money and investing.

Planning for a Child With Special Needs

5 ways to navigate the financial challenges associated with caring for someone with special needs.

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Videos

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

View all videos