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• 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.

• 529 Plan: A College-Savings Vehicle | Charles Schwab

  A 529 plan, a popular college-savings vehicle, can provide several tax advantages when used for education expenses. Learn more about how 529 plans work.

• Affidavit of Domicile | Charles Schwab

  of securing the transfer or delivery of property owned at the time of the decedent’s death to a purchaser or the person(s) legally entitled thereto under the laws of the state of the decedent’s domicile...

• How Can You Save for College? | Charles Schwab

  What financial tools and strategies are available to those planning for college expenses?

• Investment Planning | Sample Scenarios

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

• College Savings Plans | Charles Schwab

  Compare different accounts specifically designed to help you save for college, and understand the tax advantages of each college savings plan.

• Should You Start Giving Money to Your Heirs Now or Leave a Bequest? | Charles Schwab

  Giving away assets in one's lifetime might make sense tax-wise, but the issue is deeply emotional and personal for most people.

• 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.

• 6 Different Trusts for Particular Needs | Charles Schwab

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