Could a Trust Fit Your Estate Plan?

Charles Schwab’s Insights & Ideas Podcast by Charles Schwab

Jun 22, 202600:32:13Business

Thinking about a trust? This episode explains how trusts work, what problems they solve, and why they may be useful for more people than you might expect.

Related Episodes

Continue listening to more episodes from Charles Schwab’s Insights & Ideas Podcast.

Are These Economic Myths Misleading You?

Sep 28, 2026 - 00:34:18

Learn why widely held beliefs about economic data, market signals, and expert forecasts are often more nu...

What Are the Keys to Lowering Financial Stress?

Aug 17, 2026 - 00:30:27

Financial peace isn't about hitting a magic number. Cindy Scott joins Mark to share how to worry less and...

How Do IRAs Actually Work?

Aug 3, 2026 - 00:13:57

What exactly is an IRA, and how do you know if one makes sense for you? Mark unpacks the fundamentals beh...

What's Really Driving Your Portfolio Decisions?

Jul 20, 2026 - 00:34:50

When should you act on your portfolio, and when should you stay the course? Learn how to separate emotion...

What Can America's First 250 Years Teach Us?

Jul 6, 2026 - 00:20:24

For America's 250th birthday, Mark revisits stories from U.S. financial history and explores what debt, t...

How Do You Offer Financial Guidance to a College Grad?

Jun 8, 2026 - 00:18:13

Helping a college grad manage money starts with how you give advice. Learn what works, what backfires, an...

How Can You Plan Beyond Next Year's Tax Bill?

Apr 27, 2026 - 00:20:44

Avoid letting short-term tax concerns drive long-term financial decisions. Learn how tax aversion, timing...

What Do Both Sides of an Inheritance Need to Consider?

Apr 13, 2026 - 00:11:19

After you listen: For estate planners, read more about " 3 Ways to Pass Down a Home ." For heirs, read mo...