From estate planning to inherited wealth, we can help.
Let us help secure your loved ones' future with estate planning guidance and support.
Peace of mind begins with planning.
Estate planning isn't just for later in life. It's about having a roadmap to help you pursue your goals for you and your family. And a key part of any plan is what to do with inherited wealth and your own legacy that you leave behind.
Whether you want to start planning for your future, update an existing plan, or ask questions about a recent inheritance, Schwab offers support every step of the way.
To speak with a Schwab professional, call 877-769-8006.
What level of guidance suits you best?
You can start planning on your own with our helpful resources and education. Or you can talk to our professionals to craft a plan that reflects your unique wishes and provides a smooth transition of your assets for your loved ones.
Common questions about estate planning.
An estate plan is a set of instructions spelling out your wishes when you're not able to. If you were to die or become incapacitated, who would make the tough decisions?
Proper estate planning is an important component of your financial plan, as it can help your loved ones avoid probate—a sometimes expensive and time-consuming process—after you pass away.
An estate plan can also help you:
- Ensure the desired distribution of your assets.
- Minimize taxes, expenses, and unnecessary delays.
- Appoint guardians to care for your children.
- Provide financial security for your family.
- Create provisions that ensure someone you trust can make healthcare and financial decisions on your behalf in the case of incapacity.
We can help with estate planning—whether it's getting you started, guiding you through the process, or putting your plan into action. While Schwab does not create estate documents, our accounts can help you streamline the process of consolidating assets, buying and selling securities, managing cash flow to cover expenses and pay taxes, and more.
This includes:
- Helping you find the right tools and support to help you organize your assets and prepare for important life events.
- Providing resources and information about taxes on estates and gifting, so you understand the financial implications.
- Connecting you with estate planning specialists who can answer your questions and guide you through the process for complex planning needs.
Laws about estate settlement vary from state to state. It's suggested that you prepare your estate plan with the assistance of an experienced estate planning attorney.