Brown Bag Lucnh: Ethical wills: Expanding the definitions of wealth and legacy
Location: Mass School of Law
Topic: Ethical wills: Expanding the definitions of wealth and legacy
An historical, literary and legal look at the value of non-binding ethical wills in estate planning, with practical strategies for engaging clients in conversations that develop and reveal a comprehensive, personal vision for legacy.
Speaker: Susan Turnbull
Susan Turnbull is founder and Principal of Personal Legacy Advisors. A professional writer and speaker, 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, and co-creator of the LifeLegacy Conversations tool, all designed for those who agree that wealth transferred to future generations has both tangible and intangible dimensions. Susan and her husband live in Manchester by-the-Sea, Massachusetts.