Financial Advice: Why Your Financial Plan Should Include a Trust

It’s never fun to think about, but it’s essential to plan out how your money will pass to your family when you die. Mark Gerard, of Charles Schwab in Rockford, shares the benefits of including a trust in your estate plan.

A Guide to Proven Professionals

In your personal and business finances you’re drafting a team of players who include attorneys, investment advisors, insurance advisors and certified public accountants (CPAs) all focused on helping you to attain your important goals.

Four Considerations for Estate Planning

The world doesn’t stop when someone dies, and it can be a struggle for surviving family members to compose a new financial puzzle. Mark Gerard, of Charles Schwab, in Rockford, shares his thoughts on how to be prepared.