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Books

  • The Wealth of Your Life
    The Wealth of Your Life
  • book-across-generations
    Across Generations
  • both-books
    2 Book Deal – Purchase Both Books and Save

Live Teleconferences and Writing Workshops

  • ico-teleconference
    Tele-class for Advisors: Introducing your clients to the concept of an ethical will
  • ico-teleconference
    The Wealth of Life: Introducing the Ethical Will
  • product-workshop
    Workshop:
    Saying Thank You
  • product-workshop
    Workshop:
    Reflecting on Something You Love to Do

This is a visually stunning book with immense heart.  It manages to be both inspirational and practical at the same time.  Susan Turnbull has succeeded in crafting the perfect guide to one of the most loving acts we can do for our family – creating an ethical will.  I recommend it highly to families I work with.

Dr. James Grubman, FamilyWealth Consulting
Personal Legacy Advisors, LLC
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Live Teleconference:

Tele-class for Advisors: Introducing your clients to the concept of an ethical will - February 16, 2010 @ 2:00PM - Learn more

The Ethical Will

  • Facts and examples
  • Preview the guidebook
  • Introductory presentation
  • Web workshops
  • One on one help

Letter of Wishes for Trustees

  • Facts and examples
  • Introductory presentation
  • One on one help

Expression of Donor Intent

  • Facts and examples
  • Preview the guidebook
  • Introductory presentation
  • One on one help

Personal Legacy Advisors

Est. 2002

BOSTON AREA OFFICEP.O. Box 24
Wenham, MA 01984
SOUTHERN OFFICE1582 Virginia Street East
Charleston, WV 25311
PHONE978 468-3715

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