Wealth Advisors Trust Company Blog

    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. Making a trust private is one way to keep control; a directed trust is another.

    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 t...

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    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. B...

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    October 20, 2020

    Three options to shelter from estate taxes [New Guide]

    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:

    October 9, 2020

    How Financial Advisors avoid losing control to Estate Attorneys [Tips]

    You are the financial thought leader and implementer for your clients. Working collaboratively with an estate trust attorney on your client estate legal issues can be daunting. Here are a few tipsFalse

    September 30, 2020

    Estate Planning for Millennials [New Guide]

    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 WealthFalse

    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. 

    August 21, 2020

    Biden tax plan & estate / trust planning election 2020 [New Guide]

    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: