Margaret Muldoon

Assistant Vice President of Advanced Sales
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Margaret Muldoon

Meg Muldoon is an Assistant Vice President of Advanced Sales with the Penn Mutual Life Insurance Company. In her position, she offers comprehensive case design, technical, marketing, and educational support to Penn Mutual’s field management, producers, independent broker dealer partners, and third party professional advisors on matters pertaining to estate and charitable planning, business succession planning, selective employee benefits, and qualified retirement plan distribution strategies.

Ms. Muldoon possesses a J.D., an LL.M. in taxation, a B.S. in Business Administration, and related experience as an attorney in the financial services industry (since 1993). Additionally, Ms. Muldoon was an adjunct professor in the tax program at Suffolk University Law School, teaching Federal Estate and Gift Tax for over ten years. She is a member of the Massachusetts Bar Associations (sections on Taxation, and Probate and Trusts). She is admitted to practice before the Massachusetts Supreme Judicial Court, the United States District Court, and The United States Supreme Court.

Stories by Margaret Muldoon

Make Life Insurance Your Business Partner

By Margaret Muldoon | May 2, 2017

Business owners know firsthand that building their business and staying successful requires significant time and resources. Yet many small business owners are not aware of critical business planning areas that put the future of their businesses at risk if left unaddressed. Life insurance can be an excellent partner in many aspects of business planning.

Sensible Strategies for Your Tax Refund

By Margaret Muldoon | April 11, 2017

I wrote a few years ago about five smart ways to use your tax refund: 1) maxing out an IRA, 2) boosting emergency savings, 3) paying down debt, 4) investing the funds, or 5) putting it into a business. I realize it’s not always so easy to take “found money” and devote it all to something so sensible.

So, go ahead, live a little. But here are a few strategies for doing so sensibly.

Estate Planning for Blended Families

By Margaret Muldoon | October 18, 2016

I wrote a while ago about the changing composition of the American family, using characters and family relations in the TV network series Modern Family to illustrate how complex a family can be for estate planning. Today I’d like to follow up and talk more in-depth about the estate planning challenges of blended families.

Your Will is Just the First Step in Estate Planning

By Margaret Muldoon | August 30, 2016

If you are one of the 45 percent of people who have written a Will, congratulations! But it’s not enough just to have a Will in place. You also want to review the ownership of your assets to ensure everything aligns with your Will. There are a lot of moving parts that need to be considered so that your wishes are met.

Why a Health Care Proxy and Durable Power of Attorney are a Must for Every Child Over 18

By Margaret Muldoon | May 31, 2016

The hard fact is that once a child turns 18, parents no longer have any parental rights. Legally, parents have no say over medical or financial decisions involving their newly adult child. Every child over the age of 18 should sign a Health Care Proxy and a Durable Power of Attorney.

Seven Celebrity Estate Planning Mistakes

By Margaret Muldoon | January 26, 2016

Creating a well-drafted estate plan is important for everyone, not just those who are very wealthy or famous. But, it’s almost as if many of these celebrities created their wills as a quick side note. Here’s a quick rundown on some of the more notable celebrity estate planning mistakes.

Five Smart Ways to Use Your Tax Refund

By Margaret Muldoon | April 7, 2015

First, let’s talk about what to do with this year’s refund, and then we can explore how to change things so that you get to keep your money this year.

Estate Planning for Today’s Modern Family

By Margaret Muldoon | January 27, 2015

It is a sign of the times that one of the most popular TV network series is ABC’s Modern Family, now in its sixth season. The show features engaging characters who reflect many dimensions of non-traditional families.

Life Insurance and Small Business Succession Planning

By Margaret Muldoon | November 18, 2014

Small Business Saturday is a great reminder of the importance of small businesses to the health of our economy, but I think it’s also a good time for us to think about the health of our small businesses.