Long River Wealth Management speaks with business, community, and thought leaders on the subjects shaping our culture, driving financial markets, and touching our lives. Join us to hear the most fascinating among us discussing their inspirational stories.
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Long River Wealth Management speaks with business, community, and thought leaders on the subjects shaping our culture, driving financial markets, and touching our lives. Join us to hear the most fascinating among us discussing their inspirational stories.
On this edition of Ebb and Flow, we address a common and dangerous gap in estate plans of all shapes and sizes. With all the focus on the legal and financial aspect of trusts and estate—or the how of wealth transfer—many forget to consider the all important why. Our guest, Susan Turnbull, is the founder and Principal of Personal Legacy Advisors and an authority on the ethical will and its remarkably effective role as a non-binding complement to the overall estate plan. Turnbull explains the concept and the process of this 1000 year old approach to intentionally communicating one’s values, lessons, and thanks to the ultimate recipients of your wealth and to those tasked with overseeing it.
Ebb and Flow
Long River Wealth Management speaks with business, community, and thought leaders on the subjects shaping our culture, driving financial markets, and touching our lives. Join us to hear the most fascinating among us discussing their inspirational stories.
