Do You Really Need an Estate Plan?

June 2, 2019
You don't have to be super wealthy to have an estate plan. In fact, most people could benefit from one. So why do we tend to procrastinate?

Listen on Apple Podcasts, Google Podcasts, Spotify or copy to your RSS reader.

Transcript Open new window

After you listen

  • To learn more about getting started with an estate plan, visit schwab.com/estateplanning.
  • To learn more about getting started with an estate plan, visit schwab.com/estateplanning.

Discussing what will happen to your children and your assets after you die might not sound like the most pleasant task. Is that why so many people don't have wills or estate plans? Mark talks with Colleen O'Brien about what's actually in an estate plan and how you can get started creating one.

Subscribe to Financial Decoder for free on Apple Podcasts or wherever you listen.

Financial Decoder is an original podcast from Charles Schwab.

If you enjoy the show, please leave us a rating or review on Apple Podcasts.

 

Schwab can help you with an estate account.

Using 529s for Multigenerational Education Planning

Under the right circumstances, a dynasty 529 college savings plan can fund your family's education for generations to come.

3 Steps for Preserving a Family Legacy

Good communication and a clear mission can help cement your family's legacy for generations to come.

How to Help Heirs With Disabilities

For estate owners who have heirs with disabilities, providing financial support is paramount. A special-needs trust can help protect vulnerable family members without affecting government benefits.

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

Investing involves risk including loss of principal.

Past performance is no guarantee of future results.

This is for general informational purposes only and is not intended, nor should it be construed, as tax, investment or legal advice. Consult with your legal counsel and tax advisors about your particular circumstances.

The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.

Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.

Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.

Spotify and the Spotify logo are registered trademarks of Spotify AB.

0619-9FP2