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.

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.

4 Financial Conflicts Faced by Couples

Schwab wealth advisors discuss the common financial conflicts they see among couples—and how to navigate them successfully.

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.

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.

Estate Planning at Any Age: Getting an Early Start

While organizing your affairs and estate can be a fruitful exercise at any point during your financial journey, the sooner you start, the better off you'll be.

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.