Built for real people navigating real life.
Everyone deserves to understand their finances without judgment.
Your finances, your pace. Whether you are just starting to build credit, working through debt, or planning your next big move, Perqs gives you the practical guides, videos, and tools you need to make smarter decisions with confidence.
Built for real people navigating real life.
Everyone deserves to understand their finances without judgment.
Your finances, your pace. Whether you are just starting to build credit, working through debt, or planning your next big move, Perqs gives you the practical guides, videos, and tools you need to make smarter decisions with confidence.
Showing 25-36 of 36 resources
A grantor retained annuity trust (GRAT) is an irrevocable trust used to shift future asset appreciation to heirs while minimizing gift and e...
A living will is a legal document that communicates your preferences for medical treatment in case you're unable to make decisions for yours...
Probate is the legal process by which a deceased person’s estate is settled and distributed, either in accordance with their will or under t...
Irrevocable trusts are estate-planning tools that transfer control of assets from the creator (the grantor) to a trustee, locking in the ter...
A special needs trust (SNT) is an estate-planning tool that lets you set aside money for a loved one with disabilities without jeopardizing...
Being named an executor of someone's estate may sound like an honor, but the reality can be far more complicated. While it shows someone tru...
Trusts are powerful estate planning tools that help individuals manage how their assets are distributed after death, often avoiding the leng...
Understanding how revocable and irrevocable trusts differ—especially around control, taxes, creditor protection, probate, and privacy—helps...
Creating a will is one of the most important steps you can take to protect your loved ones and ensure your final wishes are honored. This le...
Wills and trusts are tools for getting your assets to the right people, but they work differently: a will speaks after you die and often goe...
A living trust (often called a revocable living trust) is a legal document that lets you place certain assets under the management of a trus...
A will is an important estate-planning tool because it lets you name an executor, choose a guardian for minor children, and explain how you...
A grantor retained annuity trust (GRAT) is an irrevocable trust used to shift future asset appreciation to heirs while minimizing gift and e...
A living will is a legal document that communicates your preferences for medical treatment in case you're unable to make decisions for yours...
Probate is the legal process by which a deceased person’s estate is settled and distributed, either in accordance with their will or under t...
Irrevocable trusts are estate-planning tools that transfer control of assets from the creator (the grantor) to a trustee, locking in the ter...
A special needs trust (SNT) is an estate-planning tool that lets you set aside money for a loved one with disabilities without jeopardizing...
Being named an executor of someone's estate may sound like an honor, but the reality can be far more complicated. While it shows someone tru...
Trusts are powerful estate planning tools that help individuals manage how their assets are distributed after death, often avoiding the leng...
Understanding how revocable and irrevocable trusts differ—especially around control, taxes, creditor protection, probate, and privacy—helps...
Creating a will is one of the most important steps you can take to protect your loved ones and ensure your final wishes are honored. This le...
Wills and trusts are tools for getting your assets to the right people, but they work differently: a will speaks after you die and often goe...
A living trust (often called a revocable living trust) is a legal document that lets you place certain assets under the management of a trus...
A will is an important estate-planning tool because it lets you name an executor, choose a guardian for minor children, and explain how you...
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