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Estate
By Alex N.J. Choo
Sep 10, 2024
Who Owns the Property in a Revocable Trust?
Understanding ownership in a revocable trust and key roles involved, including grantor, trustee, and beneficiaries.
By Alex N.J. Choo
Sep 6, 2024
Does a Healthcare POA Need to Be Notarized?
Find out if a Healthcare Power of Attorney (POA) needs to be notarized.
By PlanEasy Team
Jan 12, 2024
$2BN Up in Air (Heir?)
These celebrities did not have a will and caused significant headaches for their loved ones and heirs with potentially unintended outcomes. Get a will to make it easier on your loved ones.
By PlanEasy Team
Oct 1, 2023
The 5 Different Types of Life Insurance and How to Choose the Right One
Learn about the different types of life insurance and how to choose the right one for your needs.
By PlanEasy Team
Jul 30, 2023
Life Insurance 101: Understanding the Basics and Beyond
Learn about life insurance basics and why people get life insurance. Life insurance is a contractual agreement between a policyholder and an insurance company.
By PlanEasy Team
Jan 22, 2023
What’s the Difference Between Estate Tax and Inheritance Tax?
What's the difference between an estate tax and an inheritance tax? Not every state has either, but some do. Maryland has both.
By PlanEasy Team
Jan 22, 2023
Twelve States Have Estate Taxes; Six States Have Inheritance Taxes
Twelve states have estate taxes, while six states have inheritance taxes. What about your state?
By PlanEasy Team
Jan 16, 2023
What does a will do?
A will is a legal document that states who will inherit your assets and belonging after you pass away. It also names a guardian for your kids; don't let courts decide.
By PlanEasy Team
Jan 16, 2023
Enough life insurance?
Learn how the life insurance calculator uses a general rule of thumb to help you assess your life insurance needs.
By PlanEasy Team
Jan 16, 2023
How much life insurance?
Learn how the life insurance calculator uses a general rule of thumb to help you assess your life insurance needs.
By PlanEasy Team
Jan 16, 2023
Do You Have Enough Life Insurance?
How much life insurance do you need to make sure your family has enough future income? Learn about the 12x rule of thumb.
By PlanEasy Team and Ben Faulkner (Guest)
Jan 16, 2023
Wills vs. Trusts - Which is Right for Me? Q&A with Estate Planning Attorney Ben Faulkner
Q&A with attorney Ben Faulkner. A will serves most people, but a trust may make sense for a few. Learn the pros/cons of each.
By PlanEasy Team
Jan 16, 2023
Estate planning checklist
What other things may I need besides a will? Learn about life insurance, trusts, financial POAs and medical proxies.
By PlanEasy Team
Jan 16, 2023
Different Types of Wills
Learn about the various types of wills and see which is right for you. If you have a spouse, a mirror will for the spouse may make sense.