Wealth Advisors Trust Company Blog

  • There are no suggestions because the search field is empty.
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:

August 17, 2020

Changing a Life Insurance Trust

What is a Life insurance trust?

Read More

May 18, 2020

What is a trust?

What is a trust? A trust is a legal entity to which an individual titles property and assets for the benefit of another. Every trust contains a grantor, family trustee, and bene...

Subscribe To Our Blog

Christopher Holtby, Trust Educator & Co-Founder

At Wealth Advisors Trust Company, Christopher applies his business building, love of learning, operational, and wealth management expertise to be a Trust Educator. Learning never stops.
Find me on:

Recent Posts

May 13, 2020

Washington vs South Dakota trust law

Perhaps you are a Washington resident and the thought of using an outside fiduciary is unappealing. Using an outside fiduciary can offer a risk, but also considerable benefits. Creating a trust is anFalse

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. Botton line - the best trust companies treat financialFalse

January 9, 2020

Trust Protector vs. Trustee

Trust protectors are a result of evolving new developments in the trust industry. The role of a trust protector is still relatively new in modern day trusts. A big difference with a trust protectorFalse

December 13, 2019

Irrevocable Life Insurance Trust | What Does a Trustee Do?

Trustees have an array of responsibility when executing an Irrevocable Life Insurance Trust (ILIT). Knowing how to choose the right Trustee to manage the ILIT will save a lot of frustration,time, andFalse

November 27, 2019

Thanksgiving can cause a Trust Agreement change

Thanksgiving is one of the best holidays of the year. It is a time for families to gather for a hefty meal and look back on all the things they have been thankful for. It is also a time that mostFalse

November 4, 2019

Is It Time To Fire Your Trustee? | Wealth Advisors Trust Company

Do you need to fire a trustee? Trustees control everything. If you are the beneficiary of a trust it is important for you to have easy access to your funds. Unfortunately, some trustees make itFalse