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• What Is Probate? Keeping Your Estate out of Court | Charles Schwab

  Probate can be a notoriously expensive and time-consuming process of settling your will after death. Learn four ways to avoid exposing your estate to probate.

• Tax-Smart Ways to Gift Stock | Charles Schwab

  Transferring appreciated investments to family members or charity can benefit others while also potentially reducing your taxes.

• Schwab Digital Guide | Charles Schwab

  Schwab.com and the Schwab Mobile app give you the digital tools and resources you need to access and manage your accounts.Download printable version here.

• SIMPLE IRA Basic Plan Document | Charles Schwab

  This document contains the legal provisions of your Schwab SIMPLE IRA plan.

• What Is a Robo-Advisor? | Charles Schwab

  If it isn't a robot, what is a robo-advisor?

• REITs Basics | Charles Schwab

  A real estate investment trust, or REIT, is a type of trust that invests in a portfolio of real estate. Learn how REITs can provide a way to invest in the real estate market.

• Scan for Stocks with the Stock Hacker Tool | Charles Schwab

  The Stock Hacker scanning tool on the thinkorswim® platform can help traders find potential trade candidates that match their criteria. See how the tool works.

• Fraud Prevention | Charles Schwab

  Help protect yourself against fraud and deceptive practices targeting your money and property.

• Company Earnings | Charles Schwab

  Understand what impact company earnings may have on the market and your investments.

• Asset Allocation | Charles Schwab

  Spreading your investments across different asset classes is a strategy for balancing risk and return in your portfolio. Learn how you can select a mix of stocks, bonds, and cash that aligns with your risk profile.