President’s Corner

Are Your Retirement Account Beneficiary Designations Correct?

April 28, 2021 |Lawrence L. McCooey

President’s Corner

Crisis or Stewardship

April 22, 2020

Planned Giving

Will Planning in Uncertain Times

April 6, 2020 |Guy Burgo

Alliance Financial Care

POST? — The SECURE Act: Elimination of the “Stretch IRA” (Part 2)

March 9, 2020

Alliance Financial Care

POST? — Recent Legislation That Could Impact Your IRA (Part 1)

March 9, 2020

Planned Giving

Giving Thanks at Year-End

November 26, 2019

Planned Giving

A Child Called Ministry

July 22, 2019 |Guy Burgo

Planned Giving

Creating a Family Legacy of Generosity

May 8, 2019 |Guy Burgo