Baird Digest, Summer 2024: News and Perspectives for Growing and Preserving Your Wealth
Overview
At some point on your family journey and through the key life stages, you may take a step back and realize the wealth and legacy you’ve created are going to live on for generations. As you begin to reflect, you can look to the legacy and estate planning guide in this Digest as a starting point. You’ll also find helpful checklists, thoughtful questions, and perspectives to prepare for the generational transition—including how to talk with your heirs about their inheritance.
Turning toward the investment landscape, this Digest provides insights on what the proposed economic policy impacts of the 2024 election could mean for investors and how the party in power influences stock market performance.