Wealth Advisors Trust Company Blog

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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.

January 16, 2018

Client Focused Agency Trustee Services | Wealth Advisors Trust Company

Creating a trust requires people to surrender control of that wealth to someone else. For those who worked hard for the money or simply withstood the temptation to spend every d...

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January 16, 2018

The Dirty Business of Asset Management | Wealth Advisors Trust Company

The dirty business of asset management is an open secret.

Asset management firms research, buy, and sell marketable securities. Financial planners and wealth management f...

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January 12, 2018

Advisor Friendly Trust Company Top Pick | Wealth Advisors Trust

The Wealth Advisor, the voice of the financial advisor community, has announced  Wealth Advisors Trust as one of their top picks for advisor-friendly trust companies for 2018.

As the financial worldFalse

December 13, 2017

Advisor vs Adviser - Google Ranks One Higher

Recently, we had a silly dispute on our weekly marketing call, Advisor vs Adviser, that sent us down a rabbit hole. It started with an argument on whether or not our recent email had spelling errors.

December 1, 2017

New Fed Chairman Jerome Powell Answers To Trump or Us?

Monday, President Trump's nominee for the new Fed Chairman Jerome Powell exceeded expectations from investors.

If confirmed, Jerome Powell replaces Janet Yellen as the new Federal Reserve Chairman.False

November 26, 2017

Kids That Code Will Get Fired | Wealth Advisors Trust Company

Kids that code do not have a sure-thing future.

However, over the past 15 years, parents have really pushed their kids to learn how to code. Unfortunately, parents who believe coding is the futureFalse

November 19, 2017

Definitive Guide on Picking a Trustee | Wealth Advisors Trust Company

In this blog post, I will walk you through the process step by step through picking a trustee with a few little surprises so you can choose the right one. 

November 3, 2017

Tax Reform - Who Pays More? | Wealth Advisors Trust Company

The recent tax reform proposal, introduced yesterday, has both some pretty big winners and losers.

In the first place, the bill, Tax Cuts and Jobs Act, is 429 pages and surprisingly lean. OfFalse