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May 21, 2018

A south dakota trust company - 3 choices

A south dakota trust company has 3 trust company business models to offer. The traditional corporate trustee offered the choice with limited control for clients. Over the last 20 years, newer corporate trustees offer two additional trust company business models. Wealth Advisors Trust, a south dakota trust company, offers two corporate trustee solutions. These solutions place the advisor and their clients back in the driver's seat. For the last 400 years the traditional trust company had the monopoly of trustee services. Today, control and choice are options for corporate trustees who operate as a south dakota trust company.

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. Why limit yourself to keeping up with the Jones when you can be the Jones?

The attractive benefits of South Dakota dynastic trusts include the strength of preserving wealth for future generations, protecting those assets as they descend through the generations, and most importantly, the immense income tax savings.

The repeal of South Dakota’s Rule Against Perpetuities allowed for the creation of dynastic trusts. This allows for the money to largely avoid heavy tax burdens and be shielded away from creditors forever.

When thinking about creating a South Dakota Dynastic Trust remember WAS: Preserving Your Wealth, Protecting Your Assets, and Potential Tax Savings. Your money WAS, is, and forever will be protected by South Dakota’s trust friendly laws.

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 lifted the fog on trust services secrets and is helping its clients understand how to use a trust.

February 12, 2018

Trust Administration Fees Explanation [New Guide]

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 trust administration. The other part rests on controlling how a trustee charges its fees.

You have the power to use a corporate trustee on your terms — not theirs.

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 advisor-friendly trust company, we understand the frustrations advisors and beneficiaries have with a bank trust departments.

Let's start working through how trust administration works and why. Knowing this information and knowledge gives you the power to pick a trustee based on your terms.

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 or enabling type. Having some plan leads to a balanced outcome for current and future generations.

January 16, 2018

Definitive Guide to Directed Trusts [Guide]

Directed-Trust-Made-Simple

Most financial advisors and clients are well aware of what directed trusts can do for them — mainly, provide flexibility on management of trust assets. There is a lot of 'noise' about directed trusts and explaining the hows, whys, why nots etc. is important for all to know.

The critical thing to keep in mind is that the trust industry is undergoing a quiet revolution that has wrested control of trust accounts away from traditional trustees — primarily banks and other large institutions — and back into the hands of independent trust companies, advisors, and (most importantly) clients.

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