As with many of my peers, my wife, Amy, and I find ourselves entering the phase of life where we are considering more thoughtfully our future and our legacy.
|The Novellis: Dan ’74, Weston ’11, Matt ’15, David ’83, and Mike ’75.
While our primary responsibilities remain ensuring that our boys enjoy the same blessings of education that our parents provided for us, as we approach our 50’s our financial planning is beginning to look to our own retirement and beyond. It has been through this lens that we’ve begun contemplating what’s been most important in our lives.
In my own personal formation, Strake Jesuit is one of the most important experiences I enjoyed. My relationship with the school began when I was about 5 years old when I was dragged to sporting events and, of course, Spring Fling! In essence, Jesuit has been a part of my life for over 42 years and continues today with my son in his sophomore year!
We are all called to be faithful stewards of our blessings. This includes ensuring clear direction on the disposition of our assets. In every good estate planning process, a lawyer should ask, "If all of your descendants and loved ones were to pass away before you, where would you leave your worldly possessions?"
This question is a great starting place as one thinks about one’s legacy. This framed for Amy and me a plan to place Strake Jesuit among the few organizations in which we believe our resources would be used for the benefit of others and perhaps pave the way for other young students to have the same formative experience I enjoyed.
David Novelli ‘83
LOYOLA SOCIETY MEMBERS
Legend: † deceased
Mr. & Mrs. Charles W. Adcock
Mr. & Mrs. Howard B. Chapman
Mr. James A. Crehan †
Mr. James T. Doyle †
Mr. & Mrs. Marc C. Dunham '86
Ms. Helen M. Grivich
Mrs. Juliana Lindsay †
Mrs. Louise J. Moran †
Mr. & Mrs. David A. Novelli '83
Mr. Charles A. Schwalbe ‘89
Capt. & Mrs. Samuel Shelton, USN †
Ms. Lorraine Stenger †
Mr. Richard S. Walker ‘76 & Ms. Shana Sloas
Mr. Robert J. Young