Wealth Advisors Trust Company Blog

    July 3, 2018

    Online Trust Distribution Requests | Wealth Advisors Trust Company

    Asking for money from a corporate trustee usually becomes an unhappy experience. It does not have to be.

    Everybody has stories about these situations. These trust distribution requests usually become complicated by corporate trustees. It does not have to happen.

    Why does it happen?

    This question goes back 400 years. It starts with a trustee's job of protecting the trust assets and stodgy belief that paper only processes always yield better client results than balancing digital and paper. Corporate trustees love paper and all things manual.

    We decided to push the trust industry into the digital age.

    April 5, 2018

    Directed Trusts : The Ins and Outs | Wealth Advisors Trust Company

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    March 25, 2018

    Understanding South Dakota’s Dynasty Trusts | Wealth Advisors Trust Company

    South Dakota’s dynastic trust laws allow every family to potentially become wealthy among the leagues of the ultra-rich. Read More

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    March 18, 2018

    South Dakota Trust Law Benefits: 5 Reasons They Make Sense For You

     

    A marker of wealth is often the reluctance to talk about it. Don’t talk about it, be about it.

    South Dakota trust benefits allow for exactly that. South Dakota’s lawmakers were wise beyond theirFalse

    March 17, 2018

    South Dakota trust law: Rated Top Location | Wealth Advisors Trust Company

    South Dakota trust law focus on innovation and leadership continues yet again.

    Annually, Trusts  & Estate Magazine reviews trust jurisdictions around the country.  Furthermore, their objectiveFalse

    March 11, 2018

    Last Will & Testament | Wealth Advisors Trust Company

    A few days ago, I finished reviewing and approving my third Will & Testament.

    I have revised my Will three times — at 25, 42 and 50.  It's just part of the normal process we all need to go through.

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    February 27, 2018

    Testamentary Trust and Mistakes You Should Avoid | Wealth Advisors Trust Company

    A testamentary trust is a legal trust that is created through precise instructions laid out in a deceased person’s Will. A testamentary trust is irrevocable and goes into effect at an individual'sFalse

    February 23, 2018

    How to Choose a Financial Planner | Wealth Advisors Trust Company

    There are two types of people in the world financially — (1) Those that spend first and save last, and (2) those that save first and spend last; If you’re the type of person who falls into the latterFalse

    February 20, 2018

    Benefits to Knowing How to Use a Trust | Wealth Advisors Trust Company

    A strong advisor-client relationship is important to understanding how to use a trust and getting the most benefits out of the financial framework. Wealth Advisors Trust has lifted the fog on trustFalse