Do You Need to Appoint a New Family CFO?

How to ensure a smooth transition when your family's chief financial officer is no longer able to serve.

3 Ways to Pass Down a Home

The pros and cons of different methods for leaving a home to your heirs.

How Can You Stop Procrastinating and Create an Estate Plan?

Estate plans aren't just for the wealthy. So why do people tend to procrastinate making one?

Should You Add Life Insurance to Your Estate Plan?

Adding life insurance to your estate plan can help give your heirs flexibility in the future.

Schwab can help you with an estate account.

SLAT Trusts: 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.

5 Tips for Talking to Aging Parents About Their Finances

Aging parents face unique challenges. Here's how to talk to them about their finances.

5 Steps to Make the Most of Charitable Giving

When it comes to charitable giving, the way you give can be even more important than how much you give.

Do It Yourself or Hire a Financial Pro?

Why sometimes there’s no substitute for an outside financial expert.

New Year’s Financial Resolutions: Get Your Finances in Shape for 2022

Reshape your finances in the year ahead with these five resolutions.

How to Protect Your Estate from an Heir’s Divorce

How to help ensure the assets you pass down are protected from an heir’s divorce.