Wealth Advisors Trust Company Blog

    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 latter group, then it may be time for you to choose a financial planner.

    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 lif...

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    February 16, 2018

    Trust Administration Handbook | Wealth Advisors Trust Company

    Trust-Adminstration-Handbook

     

    P...

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    February 12, 2018

    Trust Administration Fees Explanation | Wealth Advisors Trust Company

    In this blog, you'll learn about trust administration fees.

    You can control trustee fees around trust administration. Part of the answer centers on streamlining the trust document for trustFalse

    February 7, 2018

    Trust Administration, The Secret Sauce | Wealth Advisors Trust Company

    Trust administration provides the key ingredient or secret sauce to any trust experience.

    In this blog, I will briefly go over the key pieces to great trust administration. As a co-founder of an False

    February 1, 2018

    IUL vs Roth IRA; Which is best for your client? | Wealth Advisors Trust Company

    This article is a repost of an article written by our friends at Advisors Resource Company in Coppell, TX.  The article was previously available at this URL: False
    January 31, 2018

    Top Five Things To Consider Before Establishing A Trust

    What one does with their wealth is as personal as deciding what church to attend.

    There are several options for protecting your lifelong work or inheritance, passing assets to the future generationsFalse

    January 28, 2018

    Trust Distribution: Goals, Priorities & Purpose | Wealth Advisors Trust Company

    Trust distribution guidelines in the trust document create the foundation of success or failure. Parents and grandparents must consider how trust distribution definitions fall under the supporting orFalse

    January 16, 2018

    Trusteed IRA | Wealth Advisors Trust Company

    A Trusteed IRA is a simple and powerful financial planning tool.

    To know the power of the Trusteed IRA, it's important to understand the IRA industry. The IRA market has grown substantially overFalse