FALL / WINTER 2019

Estate Planning Benefits

It’s a festive time of year! I am always filled with gratitude in this season for all of our Shaw Society members, who have generously made planned gifts to Boston College. You play an important role at BC, and I thank you.

We are concentrating on bequests—gifts to the University made in one’s will—in this issue of Bookmarks. We introduce you to two couples who have included BC in their wills: Jody and O.P. Portu, whose son Jeffrey graduated in 2012, and Lindsey and Michael Delsesto ’08. The Portus and the Delsestos are at quite different stages in their lives—the Portus are retired, and the Delsestos are building their careers—but they have the same message for Bookmarks readers: it’s simple to make a bequest to BC, and it’s a great way to ensure that what’s important to you at the Heights endures.

We recently celebrated Estate Planning Week National Estate Planning Awareness Week, October 21–27, 2019, and it got us thinking about all the reasons why everyone, no matter their family or financial status, age, or philanthropic goals, should have an estate plan.

  • Everyone has assets—a 401K, a car, real estate, or even that record collection in the basement.
  • It’s never too early to be prepared for the unexpected.
  • Your loved ones can still be faced with taxes, and the government can still be awarded some part of your estate if there is no formal documentation established.
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Revisit your estate plan every three to five years or when there is a significant life change (birth of a child, divorce, death, or change in wealth)

For more information about estate planning, visit bc.edu/estateplanning and watch our Estate Planning week webinar with our own Joel Carlton-Gysan and Denise Heffron. They explain the process of making philanthropy a part of your estate plan clearly and succinctly. All of us in the Office of Gift Planning are happy to speak with you at any time about your own unique situation.

I wish you and your family the very best in the new year.

Sincerely,

Ericka L. Webb

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