Financial advisor sums up the value of an ethical will

Posted by Susan Turnbull June 17, 2010 in Blog

Today’s webinar for financial and legal advisors on how to incorporate ethical wills into client conversations was, as these classes always are, as insightful for me as I believe they are for those who attend. One of the participants, “The reason I’m here is because people are starving  for ways to express themselves before entering into never, never land. I think being the person to introduce them to the concept of the ethical will is a great value-add for my practice.”