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• Coverdell Education Savings Accounts Guide | Charles Schwab

  Coverdell Education Savings Accounts (ESAs) can provide more flexible investing options compared to 529 plans. Discover the differences between ESAs and 529s.

• Special Needs Trusts: What to Know | Charles Schwab

  Special needs trusts can help protect vulnerable family members without affecting government benefits. Learn how estate owners can pass along financial support.

• Investment Planning | Sample Scenarios

  Learn more about how Schwab Wealth Advisory helps clients feel confident with investment and tax planning strategies.

• 6 Different Trusts for Particular Needs | Charles Schwab

  There are nearly as many types of trusts as there are individual circumstances.

• Tax-Planning Strategies to Consider Before Year-End | Charles Schwab

  From maximizing tax-advantaged savings accounts to donating to charity, you can still make strategic tax moves before year-end. Explore ways to help save on your 2024 taxes.

• Estate Planning at Any Age: Start Early | Charles Schwab

  Organizing your estate is a good exercise at any age—but the sooner the better. Learn the value of planning your estate early in your financial journey.

• Can You Be Proactive in Times of Market Volatility? | Charles Schwab

  Market swings can shake any investor's confidence. Learn ways you can stay grounded, trust your financial plan, and take smart, long-term steps in uncertain times.

• How to Plan for Estate Tax Uncertainties | Charles Schwab

  It's important to protect your heirs from estate tax uncertainties. Explore three types of trust that may help guard against future estate tax changes.

• How to Write a Legacy Love Letter | Charles Schwab

  Crafting a legacy letter to your loved with your estate-planning information and rationale for your choices can help ease their burden when you pass.

• Open a Schwab account online | Charles Schwab

  Open a Schwab account online today to start saving, trading or investing. We offer brokerage, IRA, checking and Schwab Intelligent Portfolios online.