What are the missing conversations?

Posted by Susan Turnbull February 26, 2010 in Blog

This excellent question was posed to me today by an executive in philanthropic services. It was how he framed the  opportunity that advisors have to discuss with their clients the gaps in communication that might exist within their families, or with their successors or trustees.  It  was reminder again of the critical role of the advisor to point out where thorough communication and full understanding of intent can make a tremendous positive difference during and after life.   Tools to do that: the ethical will, expression of donor intent, letters of wishes for  trustees.