About Us

Wealth Preservation Guide (wealthpreservationus.site) is an independent educational website about estate planning basics, trusts, and tax-aware wealth transfer strategies — explained in plain English.

What we do

We publish in-depth guides on wills, trusts, powers of attorney, healthcare directives, beneficiary designations, estate taxes, and choosing professional advisors. Every article is written to help you understand the concepts so you can have better conversations with your own attorney, CPA, and financial advisor.

What we don’t do

We are not a law firm, accounting firm, or financial advisory firm. This site provides general information only — not financial, tax, or legal advice. We never give personalized recommendations, and nothing on this site creates an attorney-client, CPA-client, or advisor-client relationship.

Who writes here

Articles are written by William Grant, who covers wealth preservation topics — estate planning basics, trusts, and tax-aware strategies. He is not a financial advisor, and this site provides general information only, not financial, tax, or legal advice.

How we keep content trustworthy

– Concepts are explained from widely established estate planning principles, not from any single product or provider.
– We do not invent tax figures, thresholds, or law changes. Where figures appear (for example in our illustrative estimator), they are clearly labeled as illustrative.
– External references are limited to official sources such as the IRS (irs.gov) and Investor.gov.
– Articles are reviewed periodically and updated when concepts or site content change.

Contact

Questions about our content or editorial approach? Reach us through the contact page.