Videos

Videos of presentations by Susan Turnbull

• Investments and Wealth Forum: Legacy Conversations: With Your Clients, For Yourself: View
• Hartford Foundation for Public Good hosts an event for legacy donors: The Enduring Impact of an Ethical Will: View
• Hightower Advisors: Gratitude, Wisdom and Blessings: Writing an Ethical Will to Your Loved Ones: View
• NAPFA Advisors Zoom Playbook Series led by Marie Swift: Conversations That Matter: The Value of Introducing Clients to Non-binding Letters of Wishes and Ethical Wills: View
• Advisors in Philanthropy (AiP) Zoom presentation for advisors: Inspired Conversations: Why and How to Talk to Clients about Their Legacy: View

Podcasts

Podcasts hosting Susan Turnbull

• “Ask Harry” podcast, hosted by Boston elder law attorney Harry Margolis. Two-part series: Introduction to Ethical Wills, followed by How to Create an Ethical Will: Listen
• Lexington Wealth Management’s Empower Women Series podcast: A Fresh Look and the Definition and Meaning of Legacy: Listen
• “Chapter X” podcast by financial planner Michael Kay: Leaving a Legacy: Listen
• The Ethical Will: Filling in the Why, a conversation with UBS’ Paul Leeming for his Ebb and Flow podcast series. Listen.
• Identify Your Philanthropic Why, a conversation with Kathleen Burns Kingsbury for her Breaking Money Silence podcast. Listen.
• Talking About Legacy, a conversation with Les Winston on Route 664 Radio. Listen.

Articles

Articles and external blog posts

• National Association of Estate Planning Councils’ Quarterly Journal: Educating Clients of the Value of an Ethical Will by Susan Turnbull (PDF): Read
• Modern Heirloom blog: Personal historian Dawn Roode reviews Susan’s ethical will guide, The Wealth of Your Life: Read
• Marketwatch: Six Ways We are Messing Up Inheritances by Richard Eisenberg, quoting Susan Turnbull: Read 

Newsletters

Email newsletter 

• November 2023: Good webinars coming up; holiday giving reminder
• September 2023: Short, sweet and powerful 
• May 2023: But What If?
• December 2022: A Gift for Them, A Gift for You
• June 2022: Yes! So Right
• January 2022: Binding and Mending