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Estate Planning Basics for Low Interest Rates | Charles Schwab
Curious about estate planning basics? Learn about three estate planning strategies that you can consider using in low interest rate environments.
How Passing Assets to Parents Can Lower Taxes | Charles Schwab
Passing assets with substantial gains up to parents instead of waiting to pass them down to kids can help lower estate taxes.
How to Start a Scholarship Fund | Charles Schwab
Setting up a scholarship can perpetuate your family's values and support generations of learners. Answer these four key questions to help you get started.
Is a Private Family Foundation Right for You? | Charles Schwab
A private family foundation can help further philanthropic goals. Find out how to start a private foundation or if you should consider a donor-advised fund.
Help Your College Grad Become an Investor | Charles Schwab
Looking for a meaningful college graduation present? Consider opening up the world of investing.
Taxes 2024: 8 Things to Know Now | Charles Schwab
With Tax Day approaching, here are eight things to keep in mind as you prepare to file your 2024 taxes.
Saving for College: Custodial Accounts | Charles Schwab
Custodial accounts may not offer the tax benefits of 529 plans, but they can be used for expenses that 529 plans don't cover. Learn the benefits and drawbacks.
Family Loans: Lend It or Give It Away? | Charles Schwab
Be sure you know what you're getting into before you agree to family loans. Learn whether to loan or give money to your family and under what circumstances.
The Tax-Planning Life Cycle | Charles Schwab
Certain tax topics can have an impact on your after-tax wealth. Learn about the tax-planning life cycle and how taxes can affect every stage of your investing journey.
3 Ways to Transfer Your Business | Charles Schwab
For business owners, retirement planning should include decisions about their company's future. Here are some business succession strategies to consider.