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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 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:

September 21, 2020

Purpose of an Irrevocable Life Insurance Trusts – Where, When,and How

The purpose of the Irrevocable Life Insurance Trust Creating an estate p...

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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:

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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.
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Recent Posts

August 17, 2020

Changing a Life Insurance Trust

What is a Life insurance trust?

A Life insurance trust holds a life insurance policy. 

At the death of the creator, it will pay out a death benefit. In order to receive the death benefit, the ownerFalse

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 beneficiary. There areFalse

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

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