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 [...]
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.
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shouldn’t forget to create paper transcripts in case the technology changes and today’s best digital technology is outdated in [...]
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 [...]
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.
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.
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 [...]
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.
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.
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 [...]
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.
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 [...]
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 [...]
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 [...]
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 [...]
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.
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.