Susan Turnbull

Susan Turnbull is the founder and Principal of Personal Legacy Advisors. A professional writer, speaker and workshop facilitator, she is 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 and designer of LifeLegacy Cards, prompts for insightful conversation and writing.In her fresh take on the meaning and dimensions of legacy, Susan’s dynamic presentations and engaging materials appeal to audiences of financial, estate planning and philanthropic advisors, as well as their clients and donors.

Susan is a member of the Boston Estate Planning Council, the Purposeful Planning Institute and the Association of Personal Historians. She lives in greater Boston.

Contributions

Ethical Wills: Passing on a Philanthropic Legacy

Posted on October 20, 2005 by Susan Turnbull

An Ethical Will is a beautiful, sensible and compelling document, which provides the means to answer the question, ‘What do I want my loved ones to know?’ Legal and financial documents address only, ‘What do I want my loved ones to have?’ Yet our lives and legacies are so much richer than simply our monetary assets. This session with an… Read More

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