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.
Publications, Blog, and News
Insights from the Commonwealth team to keep you updated.
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.
January 30, 2024
An Introduction to Beneficiary Well-Being Trusts
A new concept in estate planning, well-being trusts are primarily focused on the long-term wellbeing and happiness of the beneficiaries, addressing some of the shortcomings of more traditional trusts.
January 17, 2024
How to Choose The Best State to Set Up Your Trust
We go over the best states for personal trusts, covering major considerations like taxes, privacy, asset protection, decanting, and types of trusts.
November 14, 2023
Commonwealth Trust’s 2023 Events, Seminars, and Speaking Engagements
Our team traveled around the country this year to sponsor and attend estate planning and trust events, and share our expertise and knowledge through seminars and panels.