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Browse every guide and explainer in the PERQS Learning Center.

2,898 articles

Making the Most of Employer-Matched Charitable Contributions

Employer-matched charitable contributions offer a chance to amplify your philanthropic impact. This article guides you through understanding...

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Estate Planning 101: Understanding the Basics

Estate planning lays the groundwork for securing your assets and legacy for your loved ones. This article provides a primer on the fundament...

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How to Start Your Will: A Guide for Beginners

Creating a will might seem daunting, but this guide breaks it down into simple steps. Learn what a will is, why it's important, how to get s...

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The Role of Life Insurance in Estate Planning

Life insurance plays a vital role in estate planning, providing financial security for your loved ones after your passing. Explore its signi...

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Why You Need a Power of Attorney: Essential Knowledge for Estate Planning

A Power of Attorney is a vital legal document in estate planning that ensures your wishes are honored even if you become incapacitated. Disc...

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Introduction to Trusts: A Basic Guide for Estate Planning

Trusts are versatile tools in estate planning that offer control and protection for your assets. This guide covers their purpose, types, ben...

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Your Estate and Your Family: Starting the Important Conversation

Initiating a conversation about your estate with your family is crucial for clarity and harmony. Learn why it matters, how to start, what to...

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How to Choose an Executor for Your Will

Selecting an executor for your will is a crucial decision. This guide helps you understand the importance, qualities to look for, how to ask...

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Estate Planning for Blended Families: Navigating the Complexities

Estate planning in blended families requires careful consideration due to unique dynamics. This guide covers the importance, challenges, key...

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