ESTATE PLANNING COUNCIL OF HAMPDEN COUNTY

In conjunction with Ronald McDonald House Charities® of Connecticut and Western Massachusetts and its Planned Giving Advisory Committee, the Estate Planning Council of Hampden County will present a free Zoom presentation by Susan Turnbull of Personal Legacy Advisors, LLC on May 10, 2022 at 11:45 a.m.

This is our last regular meeting of the season.  Election of Officers is held at this meeting.  Members should arrive at 11:30 a.m. for this purpose.

Description:
Faced with the daunting legalese of most estate planning documents, many people feel they fail to address what is most important to them to build and pass on: a healthy set of relationships and values, an appreciation of 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 to educate your clients about. Learn why and how in this presentation.

Susan will:

• Provide an engaging program for professional advisors on the subject of ethical wills/legacy letters in the context of estate and legacy planning

• Provide a 20% discount on all materials developed by Personal Legacy Advisors (guidebooks and cards) for all members of the audience, good for 10 days after the presentation

Bio:
Susan Turnbull is founder and Principal of Personal Legacy Advisors. A former journalist, she is internationally known for presentations, materials and services that provide 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 Life Legacy Cards and the Life Legacy Conversations Tool, all designed for those who agree that wealth transferred to future generations has both tangible and intangible dimensions.

Susan’s work has been featured in many national publications, including the New York Times and USA Today. She and her husband live in Manchester-by-the-Sea, Massachusetts.