Schwab MoneyWise ®

Why you need an estate plan. (1 min)

Carrie Schwab-Pomerantz, CFP ® and senior vice president at Charles Schwab & Co., Inc., talks about why you need an estate plan to protect yourself and your loved ones.

This idea that estate plans are just for the wealthy is a total misconception. As soon as you have a child, or accumulate assets, you need a plan. Get going on your estate plan—to protect yourself and your loved ones.


Investing involves risk, including possible loss of principal.

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