Wealth Advisors Trust Company Blog

    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, South Dakota prizes freedom and innovation. And here are the 25 reasons....

    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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    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 da...

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    Christopher Holtby

    Recent Posts

    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

    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:

    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
    September 30, 2019

    Definitive Guide on a Delegated or Directed Trust

    Delegated trust or directed trust? Everyone wants to know the pros and cons of each.

    Directed trusts are newish (e.g. last 30 years). Delegated trusts have been around since the 1300's.

    Neither aFalse

    September 4, 2019

    Do You Write Your Own Blog? | Wealth Advisors Trust Company

    Do you write your own blog? I do.

    Why?

    At my core, I am a geek/nerd who loves to learn, especially about why's and how's.

    Connecting the dots that are not obvious fascinates me. I always wanted to beFalse

    August 26, 2019

    Definitive Guide on Trustee Fees | Wealth Advisors Trust Company

    Finding cost efficient trustee fees frustrates many people. Wealthy and affluent people find using trustee services daunting.

    Why?

    Nobody understands the process of how corporate trustee feesFalse

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