Wealth Advisors Trust Company Blog

    September 30, 2019

    Definitive Guide on a Delegated or Directed Trust

    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 a delegated nor directed trust should be defined as good or bad. This article describes the key differences affecting a trust, whether using a delegated or directed trust feature, and the impact on current and future generations.

    The benefits of a delegated or directed trust based on South Dakota trust law — or any of the other top trust states — allows those with money to worry even less because they have control and choice.

    From a trust administration perspective, the biggest difference between the two rests on the level of risk to the trustee

    September 20, 2019

    What is an Independent Trust Company? | Wealth Advisors Trust Company

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    September 13, 2019

    Trustee Services Explained | Wealth Advisors Trust Company

    Trustee services are important to making sure your trust is administered correctly. It can be difficult to give up the control of your trust money to an outside company.  T...

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    September 6, 2019

    What is a Bank Trust Company? | Wealth Advisors Trust Company

    A bank trust company is a corporation that acts as an agent, fiduciary, or trustee. It is a trust company within a bank. Almost every city has a bank trust company.

    Examples of a bank trust companyFalse

    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

    August 20, 2019

    The Secure Act Affects Your Retirement Planning | Wealth Advisors

    What is the Secure Act?

    In 2019, the House of Representatives passed the Setting Every Community Up for Retirement Enhancement Act, known as the Secure Act. 

    The purpose could help Americans save forFalse

    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

    Advisor Friendly Trust Company | Wealth Advisors 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