Bring Estate Planning to the Top of Your To Do List

Estate Planning Fact: 71% of americans say having a well thought out estate plan would help them feel better.

Now more than ever, you have a lot on your mind. We are here to help.

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!

Every three to five years—or after a major life event (marriage, birth of a family member, divorce, death of a family member)—you should take stock of your investments, assets, and philanthropic distributions whether you have an existing estate plan or would like to start one.


 

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

Check out our new and improved BC gift planning website! You’ll find helpful resources, links to news articles and webinars, a personalized gift calculator, and much more.

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

Susan Salcetti

Susan Salcetti
Associate Director,
Gift Planning
617-552-3471

susan.salcetti@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

Layla Zeitouni

Layla Zeitouni
Development Assistant,
Gift Planning
617-552-9019

layla.zeitouni@bc.edu