Wealth Advisors Trust Company Blog

    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 da...

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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 prese...

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    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 plan can be as easy as 1-2-3 or as complex as the science to send a man to the moon. 

    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?

    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