Retained Services
Susan is available on a contractual basis for on-going consulting services for your firm or your clients.
Please contact Susan to discuss the possibilities
The Wealth of Your Life
A Step-by-Step Guide for Creating Your Ethical Will
A 40 page four-color illustrated guidebook provides a comfortable, five step path for you, or a loved one, to create an Ethical Will.
"Jay Hughes, author of Family WealthI have reviewed Across Generations and am simply delighted with it. It will help so many offer their legacies to their family members and philanthropic representatives as the years go by. This is superb work!
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