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March 17, 2018

South Dakota trust law: Rated Top Location | Wealth Advisors Trust Company

South Dakota trust law focus on innovation and leadership continues yet again.

Annually, Trusts  & Estate Magazine reviews trust jurisdictions around the country.  Furthermore, their objective measurements reviewed the following factors:

     (1) Rule Against Perpetuities
     (2) "21st Century" trust laws enacted such as decanting, directed trust, and privacy
     (3) Asset Protection levels
     (4) No State income or inheritance taxes
     (5) Legal rights of a beneficiaries interest in a trust

Most practitioners have known Delaware trust laws to be the innovator and leader. Times are changing.

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 norma...

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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; If you’re the type of person who falls into the latterFalse

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 trustFalse

February 16, 2018

Trust Administration Handbook | Wealth Advisors Trust Company

Preparing a Trust Administration Handbook for guidance as to the efficient handling of tax issues and long-term goals of the grantor can be the difference between financial success or destitution.

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 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

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

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