News
Dr. Dale Atkins highlights Ethical Will guide by Susan Turnbull
March 7, 2010
Today Show commentator and author of Sanity Savors: Tips for Women to Lead a Balanced Life, highlighted ethical wills in her March web column and recommended The Wealth of Your Life as a useful guide.
Frank Purdue’s Ethical Will highlighted
February 15, 2010
Biography on CNBC is airing a show about Perdue Farms founder Frank Purdue today at 2 pm EST. One of the primary ways they are promoting this segment is by displaying the ethical will he wrote for his grandchildren. Read it here.
Times Herald column promotes ethical wills and recommends Susan Turnbull’s guidebook
December 21, 2009
Estate Planning attorney Matthew Wallace explores the dilemma parents face when their heirs do not share their core values. Should they give their material assets to promote values with which they don’t agree?
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Serving affluent clients in deeper ways
March 8, 2010
A good article just out from Financial Planning News outlines the opportunity that the financial crisis offers for financial advisors to broaden and personalize their relationships with their affluent ...
Another kind of Oscar list: Positive psychology movie awards
March 7, 2010
In his workshops for therapists and coaches, Ryan Niemiec, Psy.D., likes to use movie clips to illustrate character strengths. In honor of the Oscars, he has put together a list ...
How to talk to your parents about their estate plan
March 4, 2010
Hurt feelings and misunderstandings last forever if children are surprised by decisions their parents made for their estate plan and never explained before death. There are some good examples in ...
