Wealth Advisors Trust Company Blog

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October 20, 2020

Are Irrevocable Life Insurance Trusts taxable? [Guide]

Are Irrevocable Life Insurance Trusts taxable - when and why? With a new presidential debate on the horizon, wealthy individuals are looking at every option available to shelter their assets.

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:

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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 presentation WealthFalse

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