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• 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.

• Watch Out for Wash Sales | Charles Schwab

  Understanding wash-sale rules could help you avoid a costly mistake.

• 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.

• Choosing the Right Charitable Trust for You | Charles Schwab

  Charitable lead trusts and charitable remainder trusts can help satisfy both philanthropic and financial goals. Consider which charitable trust is best for you.