Personal Legacy Advisors Blog

Newsletter/Blog February 13, 2015: The Year of the Snow Tunnels

February 19, 2015

The snow piles bordering our driveway are now over my head, which is about normal in the Boston area this week. Boots and wet wool and fleece are making their own piles in the hall, and the straight walls cut by the snow blower have transformed the gentle path from our garage into a tunnel [...]

Susan featured in Dartmouth Hitchcock quarterly newsletter

December 11, 2014

It was very nice to be interviewed for the Ask an Advisor feature in the Dartmouth Hitchcock Hospital/ Geisel School of Medicine newsletter published by the gift planning office. You will find the piece on the back page.

Susan Turnbull featured in the New York Times

November 4, 2014

In a thorough look at how digital technology is impacting the creation of ethical wills, Susan Turnbull adds her voice to the mix, celebrating how easy it is to capture voices now, but suggesting that people shouldn’t forget to create paper transcripts in case the technology changes and today’s best digital technology is outdated in [...]

Newsletter/Blog October 23, 2014

October 23, 2014

To my colleagues, clients, customers and friends, Keeping great cars in actively good condition for a long time is a tradition and point of pride for us, so when Old Blue, our stalwart station wagon, drove her last and 239,011th mile two weeks ago,  it prompted a sentimental look back at all the years and [...]

Where ethical wills fit into estate and financial planning

February 25, 2014

In  The Rep’s Guide to Ethical Wills, wealthmanagement.com makes a practical case for the relevance of ethical wills in estate planning conversations with clients, drawing on Susan Turnbull’s work. Read the article here.  

The Gift of Simplicity

October 25, 2012

Our daughter was married a few weeks ago, and among the many joyful highlights of the day was their wedding dance to the Shaker tune, ‘Tis a Gift to be Simple. There’s wisdom in those words, especially in putting down life stories and reflections: short and simple may be better than aiming for something longer [...]

Susan Turnbull interviewed for Best Practices Podcast

October 23, 2012

Practice management guru Marie Swift is always on the look-out for helpful new tools for financial advisors and their clients. She interviewed Susan Turnbull recently. Scroll down Swift’s website to listen to the interview, covering new ways for advisors to talk to their clients about around creating legacy and nurturing intergenerational family communication.

Study reflects the positive impact of introducing clients to ethical wills

October 22, 2012

Researcher and writer Eric Weiner took a close look at the degree to which clients of financial planners are being introduced to the concept of the ethical will – and what kind of difference it made. His methodology and his conclusions were published in September/October FPA Practice Management. In summary, he found that the topic [...]

Featured in Kiplinger’s Retirement Report

September 10, 2012

Susan Turnbull and Personal Legacy Advisors were recognized in an article about the value of ethical wills, in an article that appeared in the September 2012 edition of Kiplinger’s Retirement Report.

Savvy Senior columnist features The Wealth of Your Life on TV

July 14, 2012

Jim Miller, who authors a column called The Savvy Senior, featured Susan Turnbull’s guide to writing an ethical will in a televised appearance today on the subject.