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:

    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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    February 26, 2020

    America's Advisor Friendly Trust Companies for 2020

    In this post you are going to learn the secret sauce to picking ...

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    Christopher Holtby

    Recent Posts

    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

    March 7, 2019

    Advisors in Transition - 3 Easy Tips | Wealth Advisors Trust company

    Advisors in transition have reached a pain point needing a solution. They want a natural and easy solution to solve that pain point.

    Examples of those pain points: Large wirehouses taking 50% or moreFalse

    February 6, 2019

    Top Choice for an Advisor Friendly Trust Company

    The independent journalists at The Wealth Advisor, the voice of the financial advisor community, has selected Wealth Advisors Trust as one of their top choices for an advisor friendly trust companyFalse

    October 7, 2018

    How a Bank Trustee Must Understand Millennials

    A bank trustee works with clients from the WWII to millennial generations. They generally each have a unique set of characteristics. Of course, no generation is the same.

    There are variances based onFalse