Wealth Advisors Trust Company Blog

    February 11, 2021

    Client Service - A Mindset Not a Cheap Tagline

    This blog will cover the history, evolution and simple approach about and on client service.  As an advisor friendly trust company, we view client service as an evolution through successes and failures.

    February 6, 2021

    Foreign Grantor Trusts Increase Reputational Risk for South Dakota trust law

    This blog post outlines how foreign grantor trusts could increase the potential business and reputation risk for Read More

    January 28, 2021

    Hybrid Domestic Asset Protect Trust (DAPT) - Escape Clause

    This blog describes how a Hybrid Domestic Asset Protection Trust (DAPT) works for grantors wanting an escape clause while taking advantage of their $11.7 million estate tax exem...

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    January 11, 2021

    What is a Fiduciary?

    When individuals hear the word trustee, they often associate the word fiduciary along with it. However, most individuals do not understand what acting in a fiduciary capacity means.  A fiduciaryFalse

    November 23, 2020

    Private Trusts and Directed Trusts - South Dakota's hidden treasures

    Most individuals want to maintain control even though they have placed assets in a trust. They are called a Private Trust. Making a trust private is one way to keep control; a directed trust isFalse

    November 13, 2020

    The Power of the Marital Deduction

    When a large amount of wealth is being transferred, it is essential to understand what taxes can occur. This blog will cover the importance of understanding the federal estate tax, the power of theFalse

    October 26, 2020

    South Dakota trust law - 25 reasons ranked #1 [Checklist]

    This blog post will provide 25 reasons why South Dakota trust law ranks #1 in America. A leader in anything creates a naturally occurring set of healthy and repeatable habits. Being in the mid-west,False

    October 20, 2020

    Are Irrevocable Life Insurance Trusts taxable? [Guide]

    Are Irrevocable Life Insurance Trusts taxable - when and why? With a new presidential debate on the horizon, wealthy individuals are looking at every option available to shelter their assets.

    October 16, 2020

    Smarter faster financial advisor business plan - 5 tips [Checklist]

    This blog post will provide five simple financial advisor business plan ideas to serve clients faster and smarter around non-core items. This post will cover:

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