Videos, Articles, Podcasts and More


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 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 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 


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