Estate Planning Fundamentals with Richard Hoefling, Esquire ‘71
We hope you enjoy this financial planning session with Richard Hoefling and the Brach family. If you wish to discuss any topics from the video or would like more information about estate planning, please contact Monica Mattioli at monicamattioli@bac.edu or by phone at 704-461-6674.
Members of the 1876 Heritage Society enjoy a number of complementary resources including newsletters, estate planning tools, and resources for financial advisors. As an 1876 Heritage Society member, your commitment will contribute to the lives of Abbey students long into the future, and you will inspire others and sustain the Abbey’s mission for years to come.
To learn more about the 1876 Heritage Legacy Society, please visit https://resources.bac.edu/heritage-legacy-society/.