Latest Stories

5 Considerations When Selecting a Beneficiary

By Margaret Muldoon | May 26, 2020

You would think that executing an estate plan is the final step in the estate planning process — but there is still a very important decision to be made. Some… Read More

Honoring our Heroes One Scholarship at a Time

By Ted Digges, Captain, SC, USN (Ret.) | May 21, 2020

We hear a lot about heroes today. And deservedly so. Our nation’s veterans have earned hero status, and we give them our deepest respect and gratitude for their service to… Read More

5 Key Elements of an Estate Plan

By Margaret Muldoon | May 7, 2020

Did you know that the number of American adults that have a will has dropped from 42% in 2017 to 32% in 2020?1 Although estate planning is an important part… Read More