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Susan Turnbull
The pioneer in advocating
non-binding personal legacy documents as a valuable component of estate and charitable planning
Musings on listening. Really listening.

I had the opportunity this week to hear Nancy Kline, author of Time to Think, a book I highly recommend to anyone who is in the "listening" business - isn't that everyone? She made the point that in any interaction, the quality of attention by the one who listens makes all the difference in the quality of thinking of the one who speaks. Interrupting someone breaks not just the flow of their words, but their ability to think, reflect and figure things out. The proper role of the listener? To slow down. To be quiet!

How much easier that is said than done. Her message seems especially relevant at this time of the year when we often get to visit with relatives, friends and neighbors we don't see regularly. Sometimes those visits are loud and lively, but other times they provide the opportunity for precious, genuine attention to each other. Isn't that one of the greatest gifts we can give?  

December Webinars

Getting Started on Your Ethical Will
            December 6:  10 - 11 a.m. or 8 - 9 p.m. EST
Introducing Ethical Wills into Client Conversations

            December 7:  2:00 - 3:15 p.m. EST.
                Especially for financial and estate planning advisors
Strengthening "Trust" In Trustees:  Creating Letters of Wishes for Trustees
       December 9:  2 - 3 p.m. EST

@ $25  Click the links above for details and to register
Recent press:

Philadelphia Inquirer: this great overview of ethical wills includes some wonderful stories and quotes my observation about the explosion of interest in ethical wills.

Financial Planning Association:  After years of hearing me advocate the practice and encouraging his clients to do so, Boston financial advisor Dave Caruso admitted that he had never begun his own ethical will. Wishing to practice what he was going to preach in this blog post, he took the opportunity to write to his wife and kids. Read what he tells them.
  • Presentations that inspire
  • Tools that are elegant, accessible and affordable
  • A writing team that gets it done: ethical wills, expressions of intent, personal histories

Talk about an experience card
LifeLegacy Cards
2nd edition 
Featuring some great
 new cards


Give the Gift of Engagement

LifeLegacy Cards

         12 inviting prompts
      with stunning images  

         Handsome gift box

         Insert with tips & ideas


7 holiday ideas

1.      Give the cards to your

2.      Have children give
      a set to their

3.      Wrap up a box to take
      as a  hostess gift

4.      Lay one card in front of
      each place at your
      holiday table & listen!

5.      Write a note of gratitude
      to your clients or donors
      and tuck in the cards

6.      Put a set in your
      spouse's stocking

7.      Tape record the stories of
      an older relative, using
      the cards as an outline


Bulk discount for
10 or more

Preview and order here

Do all the good you can and make as little fuss about it

as possible.
Charles Dickens