One of the ways that Mosiac Partners, a financial planning firm in San Francisco, distinguishes itself is its active promotion of ethical wills as part of the work clients do with them. President Norman Boone wrote a nice article on the subject this week.
Everything you need to explore and express the values and vision behind your decision to establish a charitable fund, foundation or bequest.
"Rev. Tim Kutzmark, Reading, MASusan Turnbull has created a powerful guide that can help anyone discover the meaning within their life. To write an Ethical Will is to embark on a journey into the heart of what makes us uniquely human.
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Strengthening the “Trust” in Trustees – Creating a Letter of Wishes for Trustees - June 6, @ 2:00PM - Learn more
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