Having Schwab manage your trust account can be expensive and may require a significant investment. With Schwab Personal Trust Services, clients pay a 0.50% fee on the first $5 million invested and ...

Trust funds are often associated with well-heeled individuals and affluent families looking to pass on their wealth to future heirs. But the reality is there are a variety of advantageous reasons ...

As a result, it is helpful to have an understanding of the framework that underlies a trustee’s obligation to request, obtain and report the personal information of the beneficiaries of a trust. A ...