Insights from the Commonwealth team to keep you updated.

Choosing a Fiduciary

It’s well known that a directed trust offers a number of benefits over the traditional model of one fiduciary making […]

March 3, 2016

Step It Up For Step-Up In Basis

The IRS announced the 2015 annual exclusion amount will rise to $5,430,000. The continued rise of the annual exclusion has […]

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