PROGRAM OVERVIEW

Educate clients about the valuable benefits of writing non-binding personal legacy letters to heirs, successors and trustees as part of an approach to legacy planning that goes beyond mere allocation of financial assets. Get an historical, literary and legal overview of ethical wills, expressions of donor intent and letters of wishes to trustees, along with a host of practical suggestions for introducing the instrument to clients.

Speaker:  Susan Turnbull is the Founder and Principal of Personal Legacy Advisors, LLC. 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. A frequent speaker to audiences of both advisors and their clients, 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 creator of Life Legacy Cards. Her work has been featured in many national publications including the New York Times and USA Today. She is a member of the Boston Estate Planning Council.

One Education Credit for CLE-Ethics (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.