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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.

We all have the same worries about taking care of our family. Reviewing a Will also means reading related documents. I have a few partnerships and trusts, plus my medical and financial Power of Attorney forms. Creating these documents occurred at different times.

Finally, all of these documents have to be in sync. 211 pages. Ugh!

However, the review focus of a Will & Testament plus related documents hinges on more than tax and legal stuff. We all need to consider our assets, philosophy of our money, and our family.

Not easy.

As a co-founder of Wealth Advisors Trust Company, I hold myself accountable to the best estate planning practices. We all learn by sharing processes, successes, and failures.

This is what the review process looks like for your Will & Testament. 

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...

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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; ...

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Christopher Holtby, Trust Educator & Co-Founder

At Wealth Advisors Trust Company, Christopher applies his business building, love of learning, operational, and wealth management expertise to be a Trust Educator. Learning never stops.
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