Seminar – Susan Turnbull; Introducing Ethical Wills to Clients Sponsored by Berkshire Taconic Community Foundation

Tuesday, February 8, 2022
8:30 AM 10:00 AM 08:30 10:00

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Susan Turnbull

Join the Berkshire County Estate Planning Council on Tuesday, Feb. 8, from 8:30 to 10 a.m. for a virtual workshop with Susan Turnbull, who brings a uniquely personal and practical focus to the qualitative aspects of estate, financial and philanthropic planning.

This lively and interactive Zoom event will help professional advisors teach their clients the benefits of writing non-binding personal legacy letters to heirs, successors and trustees. This approach to legacy planning goes beyond mere allocation of financial assets to include the “irreplaceable intangibles” of relationships and personal history, stories, values and experiences. Susan will provide an overview of ethical wills, expressions of donor intent and letters of wishes to trustees, along with practical suggestions for introducing these tools to your clients.

Following your registration, you will receive a confirmation email with your unique Zoom link closer to the event. Please feel free to reach out with any questions to Kelly Sweet at ksweet@berkshiretaconic.org.

This event is sponsored by Berkshire Taconic Community Foundation.

ABOUT THE PRESENTER
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 the designer of the “Life Legacy Cards” and the “Life Legacy Conversations” tool, all designed for those who agree that personal wealth has tangible and intangible dimensions.

Her work has been featured in many national publications, including The New York Times and USA Today. Susan is a member of the Purposeful Planning Institute, the Boston and Essex County Estate Planning Councils and the Personal Historians Network Northeast. A graduate of Colby College, she and her husband live in Manchester-by-the-Sea, Mass.

RSVP below to the Berkshire Taconic Community Foundation. Free for Members! Non-members: $35. Pay via PAYPAL or mail a check: Donna Turner, Smith Watson & Company LLC, 7 North Street, Suite 205, Pittsfield, MA 01201. Thank you!

RSVP