As 2021 winds to a close, it's a good time to take some simple steps toward making sure your legacy remains strong and directed toward the people you want to enjoy it. Here are five ideas from Baird Trust that you may be able to take advantage of before year's end to help ensure your estate plan remains on track.
Welcome to News & Insights provided by The Sommersberger Group. As your financial partner, we are committed to providing you with the tools and resources you need to make the best decisions about your investments and financial wellbeing. We are consistently reviewing economic and market conditions and developments, as well as how those developments impact the Baird investment strategy. This is your resource to learn more about investment strategy, financial planning, retirement planning, and more.