A professional writer, speaker and facilitator, Susan is known for a uniquely personal and practical focus on the qualitative aspects of estate, financial and philanthropic planning. She is the author of two guidebooks, The Wealth of Your Life: A Step-by-Step Guide for Creating an Ethical Will and Across Generations: A Five Step Guide for Creating an Expression of Donor Intent. She is also the creative force behind the Life Legacy Cards and the Life Legacy Conversations Tool, all of which support those who agree that wealth transferred to future generations has both tangible and intangible dimensions.
As founder and Principal of Personal Legacy Advisors, Susan heads a team of affiliated professionals who provide expertise and services to advisors and their clients in the arts of sharing and capturing personal history, values and intentions. Her work has been featured in many national publications, most recently in the New York Times and Market Watch’s Retirement Report. She and her husband reside in Manchester, MA.