Start organizing your important documents today—so your loved ones don’t have to.

National Estate Planning Awareness Week October 18-24, 2021

Throughout your life, you’ve looked after your family. You’ve never stopped showing them how much they mean to you. So why not prepare for the time when they will need your help the most?

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 believe that this process is intended for the wealthy or retired. Estate planning is for everyone!

If you have an estate plan, it’s recommended that you review it every three to five years—or after a major life event (marriage, birth of a family member, divorce, death of a family member)—to ensure your investments, assets, and philanthropic distributions reflect your wishes.

Download your Free Estate Planning Guide

This free estate planning guide from Boston College’s Office of Gift Planning keeps important contact information regarding wills, trusts, power of attorney, asset inventory, and much more in one convenient place.


Estate Planning Guide

Download Now

Complete the form to download your FREE Estate Planning Guide.

Elizabeth Newton ’06, associate in the Trusts and Estates Group at Mirick O’Connell, and Tucker McDonald ’07, president of US Advisory Group

Presenters Elizabeth Newton ’06 and Tucker McDonald ’07

Free Webinar
Estate and Financial Planning at Any Age

It’s 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 ’07, president of US Advisory Group, and Elizabeth Newton ’06, associate in the Trusts and Estates Group at Mirick O’Connell, will share their insights—whether you have plans in place or don’t know where to start.

Watch Now

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.

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 guidance to you and your financial advisor and/or estate attorney.

Ericka L. Webb

Ericka L. Webb
Executive Director of Gift Planning

Joe Richardson

Joe Richardson
Associate Director of Gift Planning

Denise P. Heffron

Denise Heffron
Senior Associate Director of Gift Planning

Harry Helbock

Harry Helbock
Assistant Director, Gift Planning Operations

Susan Salcetti

Megan McCarthy ’07
Associate Director of Gift Planning

Megan Wilmot

Megan Wilmot
Development Assistant, Gift Planning