By David A. Allen, J.D.
By Stephen Hofmann
By Doug Warren, JD, Trust Officer We all know that in order to maintain good health, it is important to have regular checkups. In the same way, your estate plan needs similar attention in order to…
Trust Officer, Ronald Glenn, M.A., CFP, discusses the challenge many face with the dual goal of saving for retirement, while saving for college education expenses. Baby boomers are the original…
Trust Officer, Robert Torbert, J.D., provides an overview of Charitable Remainder Trusts and their benefits during a Rockford Park District Foundation Virtual Education webinar.
by David A. Allen, J.D. As I mentioned in my previous blog post, we are witnessing the devastating impact of the COVID-19 crisis on the global economy and drastically decreased revenues of…
COVID-19 Crisis Creates Challenge for Employers to Perform Retirement Plan Fiduciary Duties and Pay Retirement Plan Costs
by David A. Allen, J.D.