Bring Estate Planning to the Top of Your To Do List

 

Estate Planning Awareness Week is October 21 – 27, 2019

Estate Planning is one of the most overlooked areas of personal financial management. It is estimated that more than half of American adults don’t have an estate plan, in part because many mistakenly believe that this process is for the wealthy or the retired. Estate planning is for everyone!

National Estate Planning Week is the perfect time to make sure your affairs are in order in the event of a sickness, accident or death. It is recommended that every three to five years or after a major life event (marriage, divorce, death of a family member, birth of a family member), you should think about estate planning. Being proactive in planning can benefit not only you but your loved ones and ensure that your intentions are carried out the way you would like them to and not left up to others.

 

 

Organize Your Records So Your Family Doesn't Have To

 

This free guide, complimentary from Boston College’s Office of Gift Planning, keeps everything you need for Estate Planning, and ongoing review, in one convenient place. Keeping track of important contact information regarding wills, trusts, power of attorney, healthcare power of attorney, asset inventory and much more.

 

Estate Planning Guide

Download Now

Complete the form to download your FREE Estate Planning Guide.

 

 

Explore Other Helpful Resources

View Our Webinar About Estate and Gift Planning

Meet the Gift Planning Team

The gift planning team at Boston College 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 guideance to you and your financial advisor and/or estate attorney.

Ericka L. Webb

Ericka L. Webb
Director,
Gift Planning
617-552-9030

ericka.webb@bc.edu

Joel Carlton-Gysan

Joel Carlton-Gysan
Associate Director,
Gift Planning
617-552-3424

joel.carlton-gysan@bc.edu

Denise P. Heffron

Denise P. Heffron
Associate Director,
Gift Planning
617-552-8535

denise.heffron@bc.edu

Meaghan L'Heureux '15, MS '18

Meaghan L'Heureux '15, MS '18
Assistant Director,
Gift Planning Operations
617-552-1085

meaghan.lheureux@bc.edu