Start organizing your important documents today鈥攕o your loved ones don鈥檛 have to.
Throughout your life, you鈥檝e been there for your family. You鈥檝e protected them and shown them how much they mean to you. So why not give them the ultimate gift鈥攁 plan! Making your estate plan now means less stress and more love for those who matter most.
Estate planning is one of the most overlooked areas of personal financial management. It is聽estimated that more than half of American adults don鈥檛 have an estate plan, in part because many believe that this process is intended for the wealthy or retired. Estate planning is for everyone!
If you have an estate plan, it鈥檚 recommended that you review it every three to five years鈥攐r after a major life event (marriage, birth of a family member, divorce, death of a family member)鈥攖o ensure your investments, assets, and philanthropic distributions reflect your wishes.
Download your Free Estate Planning Guide
This free estate planning guide from 涩里番下载鈥檚 Office of Gift Planning keeps important contact information regarding wills, trusts, power of attorney, asset inventory, and much more in one convenient place. It is also a perfect way to kick-start important conversations with your estate planning attorney or advisor.
Download Now
Complete the form to download your FREE Estate Planning Guide.
Free Webinar
Estate and Financial Planning at Any Age
Presenters Elizabeth Newton 鈥�06 and Tucker McDonald 鈥�07
It鈥檚 easy to put off estate and financial planning. What should you prioritize in your 20s, 30s, 40s, 50s, 60s, 70s, and beyond? With a little thought and preparation, you can get your affairs in order and protect the future of your loved ones. Tucker McDonald 鈥�07, president of US Advisory Group, and Elizabeth Newton 鈥�06, associate in the Trusts and Estates Group at Mirick O鈥機onnell, will share their insights鈥攚hether you have plans in place or don鈥檛 know where to start.
Explore Other Helpful Resources
Check out 涩里番下载鈥檚 gift planning website! You鈥檒l find helpful resources, links to news articles and webinars, a personalized gift calculator, and much more.
Meet the Gift Planning Team
The gift planning team at 涩里番下载 provides many families with consultation around charitable giving which is one portion of having a sound estate plan. Our team of experts are here to answer any questions and provide guidance to you and your financial advisor and/or estate attorney.
Ericka L. Webb
Executive Director of Gift Planning
ericka.webb@bc.edu
Denise Heffron, P鈥�28, 鈥�28
Senior Associate Director
denise.heffron@bc.edu
Brian Armstrong
Associate Director
brian.armstrong.3@bc.edu
Megan McCarthy 鈥�07, MA鈥�21
Associate Director
megan.mccarthy.6@bc.edu
Joe Richardson
Associate Director
joseph.richardson@bc.edu
Harry Helbock
Assistant Director
harry.helbock@bc.edu
Mahal Hackett 鈥�24
Development Assistant
mahal.hackett@bc.edu
Megan Wilmot
Development Assistant
megan.wilmot@bc.edu