The Forge Companies

06/05/2026

Cheers to 5 Years, Miranda! 🎉

Join us in celebrating Miranda Bohannon, Personal Lines Manager on our Full Circle Team, for an incredible 5 years of dedication and hard work! Her positive attitude and commitment to excellence help make Full Circle stronger every day.

Thank you, Miranda, for all you do. We’re grateful to have you as part of The Forge Companies family and look forward to many more years of success together!

06/04/2026

Cory and Marcy are thrilled to be attending the Fireproof Performance Legends & Elite Retreat! We’re proud to sponsor this exceptional event for the first time and look forward to connecting, learning, and building relationships with such an inspiring group of attorneys and industry leaders.

06/03/2026

Louisville, here we come! Andy is excited to be attending the Kentucky Justice Association Auto Summit over the next couple of days. Stop by our booth and say hello!

06/02/2026

🎉Today, we’re celebrating Katie’s 5-year anniversary with The Forge Companies!🎉

Over the past five years, Katie has consistently demonstrated dedication, professionalism, and a genuine passion for helping others. Her commitment to our clients and the positive impact she makes on our team every day have been invaluable.

Please join us in congratulating Katie on this incredible milestone and thanking her for all she does. We’re grateful to have her as part of The Forge family and look forward to many more years of success together!

06/01/2026

Summer is in full swing, and our team is gearing up for an action-packed June! 📅 Check out our schedule and join us as we network, share insights, and connect with industry leaders.

05/28/2026

Kate and Jaclyn from our Advocacy Trust team are excited to be in Milwaukee for the National Academy of Elder Law Attorneys Annual Conference! Their booth is fully stocked with everyone’s favorite swag, and they’re looking forward to connecting with attendees, sharing insights, and building new relationships throughout the event.

If you’re attending, be sure to stop by and say hello!

05/27/2026

We’re excited to announce the expansion of our presence in Texas, with dedicated team members now serving attorneys and clients throughout the Dallas and Houston regions.

In Houston, Cliff Walston brings years of legal experience and a thoughtful approach to complex settlement planning. Meanwhile, Dallas-based Thomas Markwalter offers valuable financial insight and deep connections within the Texas market.

Read the full announcement below. ⬇️

The Forge Companies strengthens its national footprint with strategic expansion into the Texas market

05/25/2026

05/22/2026

When the Forge team joins your mediation, we’re there to strengthen the conversation — not take it over.

From explaining the settlement planning process and answering questions about trusts, wealth management, and government benefits to providing real-time annuity quotes, we help clients move forward with clarity and confidence.

Interested in learning how we can support your next mediation? Call our team at 𝟖𝟔𝟔-𝟔𝟖𝟑-𝟔𝟕𝟒𝟑 or send us a message to connect with our team.

05/19/2026

A settlement is not the end of the story. In many ways, it’s the beginning of a new chapter for the client and their family. In our newest blog post, Natalie Cannella Williams, Fiduciary Counsel at Advocacy Trust, explores the role trust planning can play in protecting clients after a settlement and preserving long-term stability.

Thoughtful trust planning can help ensure a settlement continues to serve its intended purpose for years to come.

Read the full article here:

Demystifying What Happens Post-Settlement and How Proper Trust Structure Protects Clients