Download the Schwab app from iTunes®Get the AppClose

Insights & Ideas

Keeping you at the forefront of modern investing
CONTENT WITH Trusts
Creating an estate plan is a start, but sharing the details with family is a crucial next step.
Questions to ask before agreeing to assume the role of executor or trustee.
|
Creating a basic estate plan doesn't have to be a chore. It generally takes four basic documents and some soul searching.
There are nearly as many types of trusts as there are individual circumstances.
A look at how donor-advised funds and private foundations compare.
|
Giving a gift of stock is simple in practice, but there are tax issues and more to consider first.
|
Having an advance healthcare directive on file with your doctor and hospital is a wise move no matter your age.
Sheila took on a difficult conversation to help her family plan for her grandmother’s future. Watch her story.
How a personal trust helped one man diversify his holdings, generate income and create an enduring charitable legacy.
How to help the elderly in your life with financial planning, fraud prevention and more.
Thumbs up / down votes are submitted voluntarily by readers and are not meant to suggest the future performance or suitability of any account type, product or service for any particular reader and may not be representative of the experience of other readers. When displayed, thumbs up / down vote counts represent whether people found the content helpful or not helpful and are not intended as a testimonial. Any written feedback or comments collected on this page will not be published. Charles Schwab & Co., Inc. may in its sole discretion re-set the vote count to zero, remove votes appearing to be generated by robots or scripts, or remove the modules used to collect feedback and votes.