LEAVING YOUR LEGACY

PLANNING FOR YOUR FUTURE WITH PURPOSE & PASSION

“Regardless of how young you are or the amount of money you have, the sooner you start the estate planning process, the LISA MCCURDY ’84 AND JULIA O’BRIEN ’69 better served you will be,” noted trust and estate lawyer Julia O’Brien ’69 at a Reunion Weekend seminar. “Young clients often arrive at my office explaining that ‘they don’t have very much,’ insinuating that this process doesn’t apply to them. Nothing could be further from the truth. For example, they often have young children who need to be protected.”

In discussing charitable giving, Lisa McCurdy-Hankins ’84, managing partner of The Wealth Counselor, LLC, explained how new tax law has changed the way people approach their philanthropy. “The loss of many of the estate and income tax exemptions for charitable giving has shifted the focus to giving as a means to support institutions you love, versus giving as a way to receive tax benefits.”

“Female clients, in particular, are looking for ways to support causes that provide meaningful benefit,” according to McCurdy-Hankins, “and the continued wealth transfer to women in the coming decades will further empower women to impact causes that are personally important.”

CREATE A FREE WILL!

Recognizing that fewer than 30% of adults have a will because the process can seem scary, complicated, and expensive, Madeira has partnered with FreeWill, a no-cost will generation service, to enable alumnae to create a free will. You can read more about our Reunions estate and will planning seminar through Madeira’s planned giving website, and explore the opportunity to generate your free will today. It takes only 25 minutes!

ONLINE FORM: FREEWILL.COM/MADEIRA

By 2025, 60% of billionaires will be women