Estate Planning
Make your wishes known with a clear estate plan.
Customizing a Life Insurance Policy With Riders
How the addition of life insurance riders can help personalize your policy.
How Much Insurance Do You Need?
Insurance offers not just downside protection but also financial stability. Here's a look at the costs and considerations of several types of insurance coverage.
Business Succession: 3 Ways to Transfer Ownership
For entrepreneurs, retirement planning should include decisions about their company's future. Here are strategies to consider for successfully transferring ownership of a business.
How to Protect Assets From a Divorce
Planning and communication can help ensure that assets end up where you want them to, in the event of a divorce.
Inheriting an IRA? Understand Your Choices
Understand how to manage inheriting an IRA, as well as the rules and choices to make the most of your inheritance.
The Case for Establishing a Dynasty Trust
For families with large estates valued above the lifetime estate and gift tax exclusion limit, a dynasty trust may help reduce future transfer taxes and provide more for generations to come.
3 Tips for Bequeathing and Inheriting Collectibles
What to know about bequeathing and inheriting collectibles.
How to Create a Charitable Legacy
Nicholas Tedesco, president and CEO of the National Center for Family Philanthropy, and Sam Kang, president of Schwab Charitable, offer guidance for cultivating a culture of giving in your family.
4 Considerations When Titling Assets
Proper asset titling is critical to any good estate plan—but be sure you understand the ramifications before making changes.
Advance Estate Planning for a Surviving Spouse
How couples can approach estate planning to protect the surviving spouse.