Wealth Advisors Trust Company Blog

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March 19, 2023

Silent Trusts for Legacy Planning: Do's and Don'ts

Having money can offer flexibility and safeguards. The question to answer in this blog, for wealthy families, using silent trusts under South Dakota trust law is, when should children and/or grandchildren know about this inherited money? Partly today? All today? At the grantor's death? What are the behavioral issues? These answers and more will be answered in this blog. 

March 6, 2023

Directed Trusts and Incapacity Planning

In light of Bruce Willis's highlight of dementia, it makes sense for wealthy families to understand how to use Read More

September 16, 2022

How to pick the best trust company (2022)

This blog will help financial advisors and/or their clients decide what is the best trust company for their situation. And how to pick that type o...

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August 22, 2022

Difficult clients - kids of great clients

It’s a challenge every financial advisor faces at one time or another.

Wonderful, wealthy couples who have been your most loyal clients pass away at a ripe old age. All the wealth they’ve accumulatedFalse

July 8, 2022

Trust law - Open Architecture for Financial Advisors

Every advisor knows having a choice, or an open architecture platform allows them to make wise client choices.

Normally financial advisors are focused on investment choices around open architectureFalse

May 31, 2022

Rethinking Growth Strategies for Financial Advisors

Let’s make this clear: The investment-only advisor is going the way of the dinosaur. The financial planning-centric financial advisor will be treated like a celebrity by their clients and byFalse

May 23, 2022

Treating financial advisors like celebrities

When it comes to describing trust administration, most people wouldn’t say what they do is “fun” or “disruptive.” But Wealth Advisors Trust Company does. And that’s a big reason why clients of thisFalse

May 15, 2022

Turning America's Economic Lemons into Lemonade

[Side note: Term paper submitted by Christopher Holtby for his Harvard 2022 Spring semester class.]

Introduction to America's economic lemons and lemonade

Unlike one's first Alcoholics AnonymousFalse

May 3, 2022

Keep It Personal - Old School Communication

You are a successful advisor. Like any superstar athlete practicing the fundamentals, this article adds a few extra tools to keep your winning. I have ADD, so each section lists the device in theFalse

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