Commonwealth Trust Company is excited to be a sponsor of the 2019 STEP Miami Annual Summit. The Summit is being held Friday, May 31 at the Four Seasons Hotel in Miami. Visit with Matthew Wright in the exhibit area to learn how Commonwealth can be of service. While you are there register for a chance to win an Amazon Fire HD tablet.
Commonwealth Trust Company explores what a directed trust is, how it works, and the benefits it offers.
The IRS announced the 2015 annual exclusion amount will rise to $5,430,000. The continued rise of the annual exclusion has […]
Many considerations go into the planning and drafting of a trust instrument: For what purpose do you need the trust? […]
When you are planning your estate and your spouse is not a US citizen, there is something very important to […]
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