EWS- Gratitude, Wisdom & Blessings: Writing an Ethical Will for Your Loved Ones

By Andrea Young on July 20, 2023

We were thrilled to have Susan Turnbull back to lead our November Empower Women event, Gratitude, Wisdom & Blessings: Writing an Ethical Will for Your Loved Ones. In this event, Susan explored the beautiful and venerable instrument of legacy that makes a place for your own voice alongside the cold legalese of your legal will. She also shared inspiring examples that reveal different approaches for creating ethical wills and provided templates and tips for writing a legacy letter that will be highly satisfying for you to create and will be treasured forever by those you love.

Susan has graciously shared the worksheets and presentation slides with us. You can download them by clicking below.

Presentation slides, More Than Money to Give handout & Dimensions of Legacy handout

Please enjoy the podcast recording and takeaways from this event.

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Empower Women is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC. All information referenced herein is from sources believed to be reliable. Empower Women and Hightower Advisors, LLC have not independently verified the accuracy or completeness of the information contained in this document. Empower Women and Hightower Advisors, LLC or any of its affiliates make no representations or warranties, express or implied, as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information. Empower Women and Hightower Advisors, LLC or any of its affiliates assume no liability for any action made or taken in reliance on or relating in any way to the information. This document and the materials contained herein were created for informational purposes only; the opinions expressed are solely those of the author(s), and do not represent those of Hightower Advisors, LLC or any of its affiliates. Empower Women and Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax or legal advice. Clients are urged to consult their tax and/or legal advisor for related questions.

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