Legacy Conversations: The Value of Educating Clients About Ethical Wills and Letters of Wishes
Legacy Conversations: The Value of Educating Clients about Ethical Wills and Letters of Wishes
Faced with the daunting legalese of most estate planning documents, many clients feel they fail to address what is also important to them to build and pass on as part of their legacy: a healthy set of relationships and values, an appreciation for the assets, and clarity about the purpose and function of the plan. As tools for intentional personal communication, non-binding personal legacy documents (ethical wills, letters of wishes to trustees, expressions of donor intent) strike most clients as sensible and valuable, and should be on your checklist of subjects on which to educate your clients.
About our Speaker – Susan Turnbull:
Susan Turnbull is Founder and Principal of Personal Legacy Advisors. A former journalist, her presentations, tools and services are known for a uniquely personal and practical focus on the qualitative aspects of estate, financial and philanthropic planning. She the author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will, co-author of Across Generations: A Five Step Guide for Creating an Expression of Donor Intent, creator of LifeLegacy Cards, all designed for those who agree that wealth transferred to future generations has both tangible and intangible dimensions. Susan is a member of the Boston Estate Planning Council, the Purposeful Planning Institute and the Personal Historians Network Northeast. She is a graduate of Colby College and lives with her husband in Manchester-by-the-Sea, Massachusetts.
