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Advance Estate Planning for a Surviving Spouse | Charles Schwab
No one is fully prepared for the death of a spouse. Learn steps you can take now to help lessen financial stress for the surviving spouse.
Get answers to tax-filing questions and find out how year-round tax planning may help you save and build more wealth over time
Planning & Retirement | Charles Schwab
Prepare for financial milestones and events
What's Going On…With Inflation | Charles Schwab
Inflation's trend has been favorable in 2025, but learn what might put upward pressure in prices later this year.
Not-for-Profit vs. Nonprofit: How to Choose a Charity | Charles Schwab
There are many ways to give back. Start by understanding the differences between nonprofit and not-for-profit organizations, and then do your research to be sure your money will be used for maximum impact.
Charitable Donations: The Basics of Giving | Charles Schwab
Donating to eligible charities can help lower your taxes, but how you donate can make a big difference, both for you and the charities you support.
Buying a House? What to Know About Down Payments | Charles Schwab
Housing prices may be stubbornly high, but the financial guidelines for putting together a down payment still apply.
2025 Planning and Wealth Management Outlook | Charles Schwab
Wondering what the wealth management outlook is for 2025? Discover how to stay on track to reach your financial goals with three themes to consider in 2025.
The Benefits of Avoiding Probate | Charles Schwab
Probate court can help ensure a fair distribution of your assets, but it has many drawbacks. Here's what you should know about avoiding probate.
Caleb is Director of the Charitable Strategies Group at DAFgiving360™. He oversees the specialized team that conducts due diligence review of complex non-cash assets and educates advisors and donors on tax and legal issues associated with such assets.