Matt McColl

Director, Tax, Trust, and Estate

Schwab Wealth Advisory, Inc.

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Education

LLM (Master of Laws) in taxation, Boston University School of Law

J.D., Western New England University School of Law

B.A., University of Hartford

As a core member of the Tax, Trust, and Estate team, Matt McColl, CWS^®, works closely with financial consultants to bring a broad range of advanced estate planning expertise to clients. He discusses clients' current wealth management situation, assists them in identifying estate planning goals, and provides them with ideas and suggestions to help achieve those goals. Matt offers consultations and analysis on topics such as trust and estate planning, risk management and insurance, transfer tax, and postmortem considerations. In addition, he consults on topics such as charitable gift planning, business formation and succession, and asset protection. It's a modern approach to wealth management—so clients can take ownership of their financial future.

0926-6Y3T