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Tuesday December 18, 2018

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Thank you for your interest in Alfred State. Our hope is to serve you and your family with helpful information. OUR NEWS
How to Fund Your Living Trust

Personal Planner

How to Fund Your Living Trust
A revocable living trust is one of the principal estate planning methods....

E-Newsletter

We are delighted to make available to you our weekly planned giving e-newsletter. Many of our friends find this very interesting and helpful. It features news from Washington, Savvy Living, gift stories, finance news and timely articles....
Required IRA Distributions by December 31

Washington News

Required IRA Distributions by December 31
In IR-2018-248, the Service reminded retirees born before July 1, 1948 that...
Have You Checked Your Social Security Statement for Errors?

Savvy Living

Have You Checked Your Social Security Statement for Errors?
I have heard that Social Security sometimes makes mistakes on our earnings...
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