September 30, 2024
Trusts 101: What a Beneficiary of a Trust Should Know
One of the secrets to a good trust is an educated beneficiary. This is not to say that the best […]
Publications, Blog, and News
Insights from the Commonwealth team to keep you updated.
September 9, 2024
Delaware’s Trust Act 2024: Tools for Maximizing Settlor’s Intent
Delaware’s Trust Act 2024 provides new statutes on letters of wishes, beneficiaries of well-being trusts, and other updates.
July 30, 2024
An Overview of Generation Skipping Transfer Tax
Families make gifts every day. A parent may give money to their child, a grandparent may give money to a […]
July 8, 2024
What It Means to Be an Advisor-Friendly Trust Company
Advisor-friendly trust companies prioritize trust and education and are both solution- and customer-oriented.
June 4, 2024
The Difference Between Directed Trusts vs Delegated Trusts
Explore the differences between directed trusts and delegated trusts, including their benefits, flexibility, and which is best for your needs.
May 2, 2024
What Are the Fiduciary Duties of A Directed Trustee?
Explore the fiduciary duties of a directed trustee in managing compliance, record keeping, reporting, and administration of directed trusts.
April 18, 2024
Bridging the Knowledge Gap: Educational Strategies for Beneficiaries of Silent Trusts
While for many years now families have embraced the concept of silent trusts, some twenty years later we are discovering […]
March 25, 2024
The State of the Corporate Transparency Act is Anything But Clear
On March 1, 2024, the Northern District of Alabama declared the Corporate Transparency Act (the “Act”) unconstitutional. In the case, […]
March 12, 2024
What is ESG Investing?
Explore ESG investing in family trusts, aligning investments with values for environmental, social, and governance impact. Learn strategies for effective implementation and communication.