Planning for the future doesn’t have to be scary
Throughout your life, you’ve looked after your family through the joyous and the trying times. 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 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.
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.
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.
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 guidance to you and your financial advisor and/or estate attorney.
Joe Richardson
Associate Director of Gift Planning
617-552-9087
joseph.richardson@bc.edu
Olivia Osiecki
Assistant Director of Gift Planning
617-552-3045
olivia.osiecki@bc.edu
Megan McCarthy ’07
Associate Director of Gift Planning
617-552-3448
megan.mccarthy.6@bc.edu
Emily Maggio
Development Assistant, Gift Planning
617-552-3106
emily.maggio@bc.edu