The Boston Estate Planning Council Excellence Award is given in recognition of outstanding contributions to the es...

WESTFORD, MASSACHUSETTS (AUGUST 27, 2025) – The Boston Estate Planning Council (BEPC), Greater Boston’s leading profession...

Congratulations to the six BEPC members who earned NAEPC's Accredited Estate Planner® (AEP®) designation through the Counc...

  BEPC's President may bestow this honor on an individual that has displayed exceptional service and dedication ov...

BEPC's highest honor, the award recognizes professional excellence in the area of estate planning and significant contribu...

Would like to share any information regarding proposed Massachusetts legislation pertaining to estate planning? BEPC's Leg...

The Internal Revenue Service recently announced the annual inflation adjustments for the 2025 tax year, which include the...

In a recently passed bill, the Massachusetts Legislature conclusively defined the Massachusetts taxable estate as excludin...

On September 6, 2024, Governor Healey signed into law a provision that restores the viability of pooled trusts for seniors...

On May 8, 2023, President Beth Milkovits issued a revised letter to the Chairs of Massachusetts' Joint Committee on the Ju...

We are excited to announce that our annual golf outing has been renamed the BEPC Summer Invitational to better capture the...

Each year, the Boston Estate Planning Council seeks officer, board director, and honorary director candidates to serve on...

WESTFORD, MASSACHUSETTS (JULY 1, 2025) – The Boston Estate Planning Council (BEPC), the definitive professional group of e...

The Boston Estate Planning Council (BEPC) is proud to announce the approval of its new vision and mission statements, unve...

Congratulations to the membership-approved slate of 2025 at-large and honorary directors who will begin their terms on BEP...

BEPC Board Election: Voting Now Open! The Boston Estate Planning Council (BEPC) is pleased to announce that the voting p...

Each year, BEPC nominates a limited number of its members for the AEP® designation. The Council Outreach Committee overs...

The National Association of Estate Planners & Councils (NAEPC) is seeking nominations for its national board of direct...

Each year, BEPC nominates a limited number of its members for NAEPC's AEP® designation. The Council Outreach Committee o...

Catch up with BEPC in the latest issue of the Beacon. Learn about upcoming events, find helpful resources, and stay up to...

Catch up with BEPC in the latest issue of the Beacon. Learn about upcoming events, find helpful resources, and stay up to...

Catch up with BEPC in the latest issue of the Beacon. Learn about upcoming events, find helpful resources, and stay up to...

Catch up with BEPC in the latest issue of the Beacon. Learn about upcoming events, find helpful resources, and stay up to...

Catch up with BEPC in the latest issue of the Beacon. Learn about upcoming events, find helpful resources, and stay up to...

WESTFORD, MASSACHUSETTS (September 11, 2025) – The Boston Estate Planning Council (BEPC), Greater Boston’s leading profess...

WESTFORD, MASSACHUSETTS (SEPTEMBER 19, 2024) – The Boston Estate Planning Council (BEPC), the definitive professional grou...

BEPC is proud to be involved in the Tailored for Success Boots2Suits event on November 20, 2025. Tailored for Success ho...

Summer vacations getting in the way of you submitting your interest to serve on a BEPC committee? Good news! The deadline...

BEPC is now accepting volunteer applications for committee service for the 2025–2026 term (July 1, 2025 – June 30, 2026)....

BEPC’s Community Engagement Committee seeks volunteers to co-lead classes for the upcoming winter and spring Financial Lit...

BEPC seeks enthusiastic members eager to further engage in the council and committed to enhancing the estate planning indu...

The Boston Estate Planning Council (BEPC) is pleased to announce that our office has moved to a new location in greater Bo...

The BEPC office will be closed Monday, September 1, 2025, in observance of Labor Day.

As we move into the final stretch of our program year, I want to take a moment to share some exciting updates on the strat...

At the start of this year, BEPC President Alisa Kim O’Neil announced there would be opportunities for members to help shap...