Wealth Advisors Trust Company Blog

    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:

    • Explanation of why trustee services are a commodity
    • Ideas to reduce trustee fees for revocable and irrevocable trusts
    • How to choose an advisor friendly trust company
    • Quick overview of the top trust situs (eg., states) for trust law

    Independent journalists at The Wealth Advisor voted and selected Wealth Advisors Trust Company as one of the top choices for advisors needing innovative and collaborative trustee services for the 8th year.

    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 ...

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    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 exem...

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    Christopher Holtby, Chief Learning Officer

    At Wealth Advisors Trust Company, Christopher applies his business building, love of learning, operational, and wealth management expertise gained at Ernst & Young to be the Chief Learning Officer. Learning never stops.
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    Recent Posts

    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,False

    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

    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
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