Last month the University’s Gift Planning unit conducted two estate planning seminars, geared towards women age 40+ who had made past gifts to the University.  Provided at no cost to the participants, and featuring local estate planning attorneys and specialists, these seminars were conceived as a way to present the concept of estate planning (and hopefully, subsequent estate gifts to the University) in a setting somewhat more relaxed than your normal estate attorney’s office.

In theory, an excellent idea, thoughtfully planned and carefully executed.  In reality, a surprisingly small turnout of women, a handful of men accompanying a few of them, and it seemed the attendance was trending more towards an older demographic.  I was surprised to see so few relatively young women in attendance.  And it got me to thinking about another trend I’ve noticed. Continue reading Yes, we’re all getting older – time to make (estate) plans →