Speaker: Susan Turnbull
Susan Turnbull founded Personal Legacy Advisors in 2002 out of great respect for the ancient ethical will, and has become an internationally known advocate for non-binding personal legacy documents as a meaningful component of estate, financial and philanthropic planning. A former journalist, she has ghostwritten and edited numerous ethical wills and personal histories, is the author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will and co-author of Between Generations: A Five Step Guide for Creating an Expression of Donor Intent. She is also the creator of LifeLegacy Cards, prompts for insightful conversation and writing.
Susan is a graduate of Colby College and the parent of three young adult children. She and her husband live in greater Boston.
Your wealth and your legacy have both tangible and intangible dimensions.
During this session our speaker addressed the following topics:
- The definition and history of Ethical Wills
- Why creating an Ethical Will is a valuable experience
- How Ethical Wills can be implemented in your own lives
- How the concept of an Ethical Will can be introduced into your client experiences
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