Proper estate planning is an important component of your financial plan, as it can help your loved ones avoid an expensive, time-consuming process after you pass away.
Estate planning checklist
Use our 4-step checklist to get started with creating your estate plan.
Choosing an attorney
Be sure to consult an experienced attorney, as estate laws vary by state.
Understanding estate taxes
Get tips on how to avoid estate taxes, which can eat away at the estate principal.
The information provided is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, Schwab recommends that you consult with a qualified tax advisor, CPA, financial planner, or investment manager.
Restrictions apply and certain expenses may be excluded—consult your tax advisor for details.