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.

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.

Customizing a Life Insurance Policy With Riders

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

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.

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.

4 Financial Conflicts Faced by Couples

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