Personal Legacy Advisors is a pioneer in advocating the value of non-binding personal legacy documents – the ethical will, letter of wishes for trustees and expression of donor intent – as a deeply meaningful component of estate and philanthropic planning.
Everything you need to explore and express the values and vision behind your decision to establish a charitable fund, foundation or bequest.
"Katherine McKay, Assistant Director of Gift Planning, Wheaton College (MA)Susan ’s book is magical. As soon as I show it to an alum and invite her to share her values, she relaxes and starts talking. The Wealth of Your Life is the best gift planning tool I’ve found to get people to open up about their estate plans without prying.
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Teleclass for Advisors: Introducing Ethical Wills into Conversations with Clients - April 14, 2010 @ 2:00PM - Learn more
BOSTON AREA OFFICEP.O. Box 24
Wenham, MA 01984SOUTHERN OFFICE1582 Virginia Street East
Charleston, WV 25311PHONE978 468-3715
