Wealth Advisors Trust Company Blog

    September 30, 2020

    Estate Planning for Millennials

    This blog post addresses two audiences on estate planning for millennials: (1) financial advisors; and (2) millennials themselves. The information came from an August 2020 presentation Wealth Advisors Trust Company gave uber-successful Millennials wanting to learn the ABCs of estate planning in 15 minutes. Advisors will learn how to serve/prospect to millennials with a broader scope and understanding. Millennials will learn how to think thru the philosophical complexities of estate planning around their wealth and family. This post will include:

    September 21, 2020

    Irrevocable Life Insurance Trusts – Where, When,and How

    Creating an estate plan can be as easy as 1-2-3 or as complex as the science to send a man to the moon. 

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    August 21, 2020

    Biden tax plan & estate / trust planning election 2020

    In this blog post you are going to learn ideas and suggestions to potentially limit the “hit” from Joe Biden’s tax plan. This post will include:

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    August 17, 2020

    Changing a Life Insurance Trust

    What is a Life insurance trust?

    A Life insurance trust holds a life insurance policy. 

    At the death of the creator, it will pay out a death benefit. In order to receive the death benefit, the ownerFalse

    May 18, 2020

    Quick tips to create a South Dakota Trust

    What is a trust?

    A trust is a legal entity to which an individual titles property and assets for the benefit of another. Every trust contains a grantor, trustee, and beneficiary. There are manyFalse

    May 13, 2020

    Washington vs South Dakota trust law

    Perhaps you are a Washington resident and the thought of using an outside fiduciary is unappealing. Using an outside fiduciary can offer a risk, but also considerable benefits. Creating a trust is anFalse

    February 26, 2020

    America's Advisor Friendly Trust Companies for 2020

    In this post you are going to learn the secret sauce to picking a trustee and learn of America's most advisor friendly trust companies for 2020.

    This post also includes lots of:

    • Infographics
    • IdeasFalse
    January 9, 2020

    Trust Protector vs. Trustee

    Trust protectors are a result of evolving new developments in the trust industry. The role of a trust protector is still relatively new in modern day trusts. A big difference with a trust protectorFalse