Estate Planning
Make your wishes known with a clear estate plan.
Key Roles to Include in Your Estate Plan
Designating people you trust to fill important roles, including executor and power of attorney, is essential to a successful estate plan.
4 Tips for Aging in Place
Many retirees would like to continue living independently and in their own home as they age. Schwab wealth expert Susan Hirshman offers some considerations to help you prepare.
4 Common Trust Mistakes
A well-designed trust can help ensure your assets transfer to your heirs as efficiently and effectively as possible.
Estate Planning for Low Interest Rates
The three estate planning strategies that can benefit from low interest rates.
How to Help Your Grandkids Pay for College
Superfunding a 529 or making direct tuition payments to a university can offer tax advantages, but the key to any strategy is planning.
Managing Your Finances After the Loss of a Spouse
Handling financial matters while navigating the emotions of losing a spouse can feel daunting. But by addressing the most urgent financial needs, you can make a clear path forward.
Family Loans: Should You Lend It or Give It Away?
Be sure you know what you're getting into before you agree to a family loan.
SLATs: An Estate-Planning Strategy for Couples
A spousal lifetime access trust (SLAT) allows access to assets while helping to keep them out of your taxable estate.
8 Financial Steps to Prioritize During a Divorce
Learn what financial steps to prioritize during a divorce, including calculating net worth, freezing certain assets, reviewing beneficiaries, and more.