Wealth Advisors Trust Company Blog

    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 most estate planning attorneys say is a busy time of the year. Why is that? Aunt Susie or Uncle George might have said/done something to knock them out of the Will and Trust. Therefore, Thanksgiving can cause a trust agreement change.

    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 you...

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    October 28, 2019

    Easy Trustee Distributions | Wealth Advisors Trust Company

    The right trust document, paired with an easygoing Read More

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    October 21, 2019

    Financial Advisor Risks with Delegated & Directed Trusts | Wealth Advisors Trust Company

    Any time someone takes on a fiduciary duty, there is risk involved.

    Financial advisors’ risk will very. Trust assets offer an opportunity for advisors to further assist their clients. Often,False

    October 15, 2019

    Delegated vs Directed Trusts - Changing a Trustee

    Delegated and Directed trust are the most common types of trusts. When deciding to make changes to a trust, for instance changing a trustee, depending on the type of trust this can sometimes beFalse

    October 4, 2019

    Texas vs. South Dakota: Who Has Better Trust Law?

    Creating a trust is an important step in protecting assets and providing for future beneficiaries. A states trust law is just as important. Living in Texas offers an array of benefits and taxFalse

    October 2, 2019

    Want to be a trustee? | Wealth Advisors Trust Company

    Over the next decade, trillions of dollars will be passed to future generations. Trusts have become a common strategy for estate planning. Naming the right trustee is crucially important. ThisFalse

    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