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Everyone's Affected by Property Transfer

asian man with children

Families and Inheritance: Tips for Planning Ahead

Marlene S. Stum, Extension Specialist and Professor — Family Social Science

Reviewed February 2012 by the author.

Planning ahead for inheritance versus waiting until a crisis or death is beneficial to families. When they plan ahead, families have more choices, a chance for thoughtful communication, and fewer family conflicts.

To avoid common obstacles family members should:

The award winning book, Who Gets Grandma's Yellow Pie Plate?™ Workbook (booklet or interactive CD) provides a positive planning process to transfer non-titled property. The workbook is based on research with families and attorneys and is designed to help overcome common inheritance decision-making obstacles. Whether planning ahead or making decisions when someone dies, the workbook is a must-read. It is a step-by-step guide filled with worksheets, practical suggestions, proven strategies, and real-life stories.

For more information, see the Who Gets Grandma’s Yellow Pie Plate?™ Workbook or Resources for Families. You may also be interested in more Free Articles.

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