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.
This blog post will provide 25 reasons why South Dakota trust law ranks #1 in America. A leader in anything creates a naturally occurring set of healthy and repeatable habits. Being in the mid-west, South Dakota prizes freedom and innovation. And here are the 25 reasons....
Are Irrevocable Life Insurance Trusts taxable - when and why? With a new presidential debate on the horizon, wealthy individuals are looking at every option available to shelter their assets.
This blog post will provide five simple financial advisor business plan ideas to serve clients faster and smarter around non-core items. This post will cover:
You are the financial thought leader and implementer for your clients. Working collaboratively with an estate trust attorney on your client estate legal issues can be daunting. Here are a few tips where you remain the financial thought leader when dealing with an estate attorney.
This blog post addresses two audiences on estate planning for millennials: (1) financial advisors; and (2) millennials themselves. The information came from an August 2020 presentation Wealth Advisors Trust Company gave uber-successful Millennials wanting to learn the ABCs of estate planning in 15 minutes. Advisors will learn how to serve/prospect to millennials with a broader […]
The purpose of the Irrevocable Life Insurance Trust Creating an estate plan can be as easy as 1-2-3 or as complex as the science to send a man to the moon.
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:
What is a Life insurance trust? A Life insurance trust holds a life insurance policy. At the death of the creator, it will pay out a death benefit. In order to receive the death benefit, the owner of the policy must pay a premium. A life insurance policy that is already previously held by the […]
What is a trust? A trust is a legal entity to which an individual titles property and assets for the benefit of another. Every trust contains a grantor, family trustee, and beneficiary. There are many different types of trusts to choose from.
