Wealth Advisors Trust Company Blog

    December 2, 2021

    Dallas-Fort Worth's Best Financial Planners (financial advisors) 2021

    Everybody wants to know whom to choose for their financial planning needs. Finding a financial advisor best suited for your needs can be tricky. As a trust company created for wealth advisors, we celebrate success. 

    March 20, 2021

    Advisor Friendly Trust Company 2021

    This post will cover the important of what an advisor friendly trust company in 2021 means for financial advisors and their clients. 

    This post will include:

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    February 26, 2021

    Types of Charitable Trusts

    UTC§ 405 (a) (2000) – “A charitable trust may be created for the relief of poverty, the advancement of education or religion, the promotion of health, governmental or municipal ...

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    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 andFalse

    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 South Dakota trust law and trust companies. Potential clients should understand whyFalse

    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 exemption (as of JanFalse

    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

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