The ancient ethical will is a beautiful tool for those who don’t want their legal will to be their only “last words.” Updated for a modern audience, the ethical will is a non-binding personal legacy letter (or recording) that is attached as a side document to legal documents.
Listen to our teleclass with guest, Susan Turnbull, who will explain the concept of leaving your heirs an ethical will and how you can get started on the process.
Susan is the founder of Personal Legacy Advisors and author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will. A former journalist, she is a nationally known advocate for personal legacy documents as an integral part of estate, financial and philanthropic planning, including ethical wills, donor legacy statements and letters of guidance for trustees. Her firm provides writing expertise for those wishing to address more than just the financial dimensions of their life and legacy. Susan’s work has been acknowledged in AARP Magazine, The Wall Street Journal, Research Magazine and Money Magazine.
To listen to the teleclass, click here to go to the KFG Client Only section of our website. Use your password to log in, then search under “Teleclass” or “Insurance”. If you do not have a password or are having trouble with your current password, e-mail Lindsay (firstname.lastname@example.org) and she will assist you.