We offer a curated collection of updates, insights, and practical tools designed to keep advisors and attorneys informed in a rapidly evolving fiduciary landscape. From changes in trust law and regulatory developments to best practices in administration and planning, this section provides clear, actionable information that supports your work and strengthens client outcomes.
Millennials will challenge you. This is a good thing. If you don't adapt to different generations, wants and needs, you have a fuzzy problem. Traditional companies have a hard time marketing to millennials and Gen Z-ers. In our opinion, we believe corporate America generally misses the mark on how to market and to service these […]
Wealth Advisors Trust Company looks forward to seeing you at the Commonwealth 2017 National Conference this week! Nobody likes dealing with a traditional rigid trust company, we get that. At Wealth Advisors Trust, we make trust administration painless and hassle-free. Visit us at our booth and learn how we can make your life easier!
The best packages come in unassuming wrapping paper. South Dakota trust laws have the benefits of sealed privacy laws for trusts, no state income tax, no estate tax, asset protection and dynastic trusts features. Quick and to the point article of how the trust statutes of South Dakota.
The Private Asset Management Awards, PAM Awards, recognize and reward those firms working in the financial industry who have successfully serviced high-net-worth individuals in an increasingly complex economic environment. Wealth Advisors Trust Company is the only trust company to be named a finalist for Best Trust Company in America for the past three years. In […]
We all like to think we are the biggest and brightest stars in the wealth management universe, but the truth is, there is a lot of competition out there. Much focus is given to adding new clients. However, it is equally important to keep those hard won accounts. So, how happy are your clients? It […]
The best South Dakota trust company is not who you expect. It's not Citi or Guggenheim, and they're not “too big to fail” after an independent trust company beats them in the ranking of best client trustee service in South Dakota. At Wealth Advisors Trust Company, we're proud to be ranked #1 in trustee client […]
Wealth Advisors Trust Company was recognized by its peers and an independent magazine, PAM, as not only a leader in providing client focused trust services (e.g. SmartIRA) but also claiming the runner position as the second best trust company provider. See the attached article: http://thetrustadvisor.com/tag/smart-ira
An interesting blog post was written from acclaimed writer Dan Solin in the Huffington Post. He discusses how attorney's do not always give clients and financial advisers information that they have choices on corporate trustee selection. It is an easy and efficient read.
The Trusteed IRA rules and applications are clear. In June 2014, the US Supreme Court (SCOTUS) provided a decision on the case Clark v. Rameker. Financial advisors, estate attorneys and IRA owners have not known how to use this easy estate planning tool. Prior to Clark v. Rameker, many unanswered questions hung frustratingly about. Nobody […]
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:
