Recent Event: Life Happens

Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.

Life events such as marriage, the birth or adoption of a child, and increased wealth may require adjustments to your estate plan. On December 7th, Meg Muldoon gave a presentation where she discussed the current estate tax environment, different types of trusts, when to use them, and more.


Did you miss the live event? Watch the recording above.


Sponsored by: The Penn Mutual Life Insurance Company

Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.