Estate Planning
Make your wishes known with a clear estate plan.
Estate Administrator: Who Should You Appoint?
With the key pieces of your estate plan in place, the next step is choosing the right party to carry out your wishes.
4 Financial Conflicts Faced by Couples
Schwab wealth advisors discuss the common financial conflicts they see among couples—and how to navigate them successfully.
How to Include Pets in Your Estate Plan
Many people overlook in their estate plans some of the most beloved members of the family: pets. Here's what to consider so that your animal companions enjoy the life they're accustomed to after you're gone.
Do You Need a Family Office?
A family office can shoulder many of the complexities, both financial and non-financial, that ultra-high-net-worth families deal with every day. Is it right for you?
5 Myths About High-Net-Worth Estate Planning
For high-net-worth estates, planning can be a more complicated process, prone to common mistakes—even for seasoned investors. Here's help to get it right.
3 Ways to Build Purpose Around Family Wealth
For family wealth to endure, it's critical to work from a shared sense of purpose. Here are three ways to help foster a deeper connection across generations.
How to Help Your Adult Child Buy a Home
Helping a child purchase a home is a big decision and shouldn't be done in isolation of your overall estate plan. Here are four popular ways to lend a hand.
Preserving Family Property as Conservation Land
Conservation easements are a powerful and flexible tool for legacy planning, providing tax advantages and helping to ensure that property is not a burden on one's heirs.
5 New Year's Wealth Management Resolutions
In new year, consider taking these steps to help keep your overall wealth management strategy on course.
3 Ways to Save on Estate-Attorney Fees
Working with an estate attorney can be costly. These three tips can help keep legal expenses to a minimum.