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The Boston Bogleheads will be meeting on Saturday, March 28, 2026, at 10:30 a.m. in the Tarbell Room (second floor) for a presentation on estate planning. At this meeting, Rick Moberg will present the first part of a two-part series on estate planning. Rick is a long-time member of the Boston Bogleheads and a frequent presenter to our group. He is also a former CPA and CFO.
Given the breadth and complexity of estate planning, the material has been divided into two sessions:
Part One: March 28, 2026
The first meeting will address the following topics:
Part Two: June 20, 2026
The second meeting will focus on trusts and will cover:
The goal of both presentations is to help participants better understand their estate planning options and decide what kind of estate plan might be right for them before meeting with an estate attorney.
All are welcome to attend!
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