Trust Administration Checklist

Not all that long ago, trusts were used almost exclusively by wealthy families as a tool to pass down the family wealth while maintaining a certain degree of control over how that wealth is used by future generations. Trusts have evolved, however, to the point where it is now common to find a trust in […]
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https://preserveyourestate.net/blog/wills-and-trusts/trust-administration-checklist/

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New Estate Tax Proposal

A new estate tax proposal would lower the amount passing free from tax to $3.5 million and increase the rates of taxation. It would also eliminate some tried and true strategies for reducing estate taxation. Read on to learn more about this proposal and its prospects.
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https://preserveyourestate.net/blog/estate-planning/estate-tax-proposal/

Why Should I Create an Advance Directive?

Over the course of a single day, you make hundreds of minor and major decisions relating to your own life. You are also accustomed to making health care related decisions for yourself and you probably assume you will always be able to make those decisions. The time may come, however, when you become incapacitated and […]
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https://preserveyourestate.net/blog/advance-directives-2/why-should-i-create-an-advance-directive/

Can I Be the Trustee of My Own Revocable Trust?

As your estate plan grows and expands, you will incorporate a variety of estate planning tools and strategies into that plan. One of the most common of those is a trust. If you do decide to add a trust to your estate plan, you will need to appoint a Trustee for that trust. Can you […]
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https://preserveyourestate.net/blog/revocable-living-trust/can-i-be-the-trustee-of-my-own-revocable-trust/