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.

Customizing a Life Insurance Policy With Riders

How the addition of life insurance riders can help personalize your policy.

Business Succession: 3 Ways to Transfer Ownership

For entrepreneurs, retirement planning should include decisions about their company's future. Here are strategies to consider for successfully transferring ownership of a business.

The Upshot of Gifting Appreciated Stock

A look at the potential tax advantages of gifting appreciated stock to new grads.

How to Protect Assets From a Divorce

Planning and communication can help ensure that assets end up where you want them to, in the event of a divorce.

Inheriting an IRA? Understand Your Choices

Understand how to manage inheriting an IRA, as well as the rules and choices to make the most of your inheritance.

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.

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.