Press

Webinar for financial advisors: The Value of Introducing Clients to the Ethical Will

May 22, 2017

It was a privilege to be the guest leader of a webinar sponsored by digital storage provider, Everplans for the financial professionals they serve.  The topic was ethical wills: namely, the benefits to advisors in adding the ethical will to their standard checklist of things their clients should be familiar with.  This free 60 minute program [...]

PLA in the Press:The Capital Group Quarterly

April 30, 2017

Susan featured in piece on ethical wills in the quarterly published by The Capital Group this month. An excerpt: Though there are no formal rules on how to write an ethical will, make sure yours is upbeat and loving, Turnbull says. Resist the urge to be manipulative or judgmental. And avoid the temptation to procrastinate. “Don’t [...]

Newsletter/blog March 16, 2017: Thank you, Dad

March 16, 2017

  It was my father that I was thinking about Tuesday, out in the snow and the wind behind the snow blower. This is a winter task my husband genuinely enjoys, but he was traveling, so it was up to me to clear the driveway and the paths. The machine started right up, just as [...]

Susan Turnbull featured in USA Today spread on ethical wills

February 28, 2017

  It was an honor to be the resource for today’s half page Q and A on ethical wills in the Personal Finance Section of USA Today on February 28th. The article serves as a great summary of the concept. Feel free to pull it off the site and share it.  Read the article here.

Newsletter/Blog November 18, 2015: Even if the Turkey’s Tough

November 18, 2015

Great conversations are what can make a memorable Thanksgiving. Sometimes it takes something unexpected to trigger the kind of wonderful conversations that show a new side of someone. That’s what Life Legacy Cards do. Why not try them this year? Order right now and you’ll have them in time. Here a few ideas for using them: Scatter them casually [...]

Newsletter/Blog February 13, 2015: The Year of the Snow Tunnels

February 19, 2015

The snow piles bordering our driveway are now over my head, which is about normal in the Boston area this week. Boots and wet wool and fleece are making their own piles in the hall, and the straight walls cut by the snow blower have transformed the gentle path from our garage into a tunnel [...]

Susan featured in Dartmouth Hitchcock quarterly newsletter

December 11, 2014

It was very nice to be interviewed for the Ask an Advisor feature in the Dartmouth Hitchcock Hospital/ Geisel School of Medicine newsletter published by the gift planning office. You will find the piece on the back page.

Susan Turnbull featured in the New York Times

November 4, 2014

In a thorough look at how digital technology is impacting the creation of ethical wills, Susan Turnbull adds her voice to the mix, celebrating how easy it is to capture voices now, but suggesting that people shouldn’t forget to create paper transcripts in case the technology changes and today’s best digital technology is outdated in [...]

Newsletter/Blog October 23, 2014

October 23, 2014

To my colleagues, clients, customers and friends, Keeping great cars in actively good condition for a long time is a tradition and point of pride for us, so when Old Blue, our stalwart station wagon, drove her last and 239,011th mile two weeks ago,  it prompted a sentimental look back at all the years and [...]

Where ethical wills fit into estate and financial planning

February 25, 2014

In  The Rep’s Guide to Ethical Wills, wealthmanagement.com makes a practical case for the relevance of ethical wills in estate planning conversations with clients, drawing on Susan Turnbull’s work. Read the article here.  

Susan Turnbull interviewed for Best Practices Podcast

October 23, 2012

Practice management guru Marie Swift is always on the look-out for helpful new tools for financial advisors and their clients. She interviewed Susan Turnbull recently. Scroll down Swift’s website to listen to the interview, covering new ways for advisors to talk to their clients about around creating legacy and nurturing intergenerational family communication.

Study reflects the positive impact of introducing clients to ethical wills

October 22, 2012

Researcher and writer Eric Weiner took a close look at the degree to which clients of financial planners are being introduced to the concept of the ethical will – and what kind of difference it made. His methodology and his conclusions were published in September/October FPA Practice Management. In summary, he found that the topic [...]

Featured in Kiplinger’s Retirement Report

September 10, 2012

Susan Turnbull and Personal Legacy Advisors were recognized in an article about the value of ethical wills, in an article that appeared in the September 2012 edition of Kiplinger’s Retirement Report.

Savvy Senior columnist features The Wealth of Your Life on TV

July 14, 2012

Jim Miller, who authors a column called The Savvy Senior, featured Susan Turnbull’s guide to writing an ethical will in a televised appearance today on the subject.

Prominent personal historian/blogger Dan Curtis reviews the third edition of The Wealth of Your Life guide for writing an ethical will

June 28, 2012

Book Review: The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will. Posted: 28 Jun 2012 07:49 AM PDT by Dan Curtis Ethical Wills aren’t  new. In fact they go back to Biblical times. But it’s within the last few decades that they’ve grown in popularity. People feel the need to leave [...]

Nice mention in Savvy Senior column

June 11, 2012

A question was posed to the nationally syndicated “Savvy Senior” column last week about how to prepare an ethical will. His response included mention of the tools and services of Personal Legacy Advisors.

The Wealth of Your Life guidebook featured as a resource in December Horizons Magazine

December 15, 2011

Kentucky pastor Desiree Youngblood wrote a great piece on ethical wills this month for Horizons Magazine, the magazine for Presbyterian women. She helps her readers imagine themselves creating a legacy letter by asking them to answer the question of why they are writing. She offers this list to consider: I am writing this ethical will [...]

“Open Mic” interview prompts reflections on good conversation

October 26, 2011

It was a privilege to be interviewed today by Appreciative Inquiry expert and coach Ed Jacobson. You can listen to the audio here. A good interview can bring new insights to the person being interviewed, and that’s happened today when Ed quoted – or paraphrased – poet Ed Whyte  who said, “You know you have [...]

Susan Turnbull guest on NCFP webinar: capturing values and intent

July 6, 2011

I will be a guest speaker on a webinar July 14 (noon, EST) hosted by the National Center for Family Philanthropy, speaking on the topic of documenting donor intent: Seeding Your Family’s Philanthropy: Ethical Wills and Donor Legacy Statements. Also speaking will be Jane Leighty Justice of the Leighty Foundation and Lissa Widoff of the [...]

Article in Advisor Perspectives: Women Want to Leave a Legacy

June 24, 2011

I co-authored (with Kristan Wojnar, Guggenheim Funds) an article that appeared in Advisor Perspectives this week: Women Want to Leave a Legacy. There are many immediately useful ideas to use with your female clients – to focus on what matters most to them and move your conversations into deeper territory. Ask a woman to define [...]

Renowned estate planner recommends The Wealth of Your Life Guidebook

April 30, 2011

Nationally known Boston attorney Natalie Choate made a point to recommend The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will in her spring newsletter Choate’s Notes Spring 2011. Thank you, Natalie. That means a lot coming from you.

Wealth of Your Life made a Top 12 List Today

December 16, 2010

The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will made a list assembled by Vanguard financial advisor Steve Vernon, entitled, “12 Books to Give to Retirees (or Those About to Retire.)  Steve’s blog shows up on CBS Money Watch.