A Guide to Passing on Personal Possessions
 
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Copyright ©
2002 Regents of the University of
Minnesota. All rights reserved.
Website: Who Gets
Grandma's Yellow Pie Plate?
Workbook
Table of Contents
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Introduction: From Generation to Generation
Helping Families Through Education
Chapter 1: Who Gets Grandma’s Yellow Pie Plate?
Families and Personal Property Inheritance
The Issue That Affects Everyone
Decisions About Both Titled and Non-titled Property are Important
Factors to Consider in this Process
Worksheet 1: My Reasons for Completing this Guide
Chapter 2: Understand the Sensitivity of Transferring Personal Property
It’s Only a Pie Plate, Right?
Facing Loss and Transitions
Different Perceptions of What’s Fair
Reality of Family Experiences
Beginning the Process
Avoiding the Issue
Tips on Talking about Sensitive Issues
Chapter 3: Determine What You Want to Accomplish
Sorting Out Goals
Worksheet 2: Potential Transfer Goals
Chapter 4: Determine What Fair Means
Being Fair is Important to Many
Does Fair Always Mean Equal?
Consider a Fair Process
Understand What “Fair” Means in Your Family
Worksheet 3: Owners of Non-titled Property Determine What Fair Means
Worksheet 4: Potential Receivers of Non-titled Property Determine What Fair Means
Chapter 5: Identify Special Objects to Transfer
Meanings Will Differ
Identify Special Items
Gather Input from Others
Worksheet 5: For Owners/Givers of Non-titled Property to Identify Special
Objects to Transfer
Worksheet 6: For Children or Other Potential Receivers to Identify Special
Objects to Transfer
Telling Family Stories
Chapter 6: Distribution Options and Consequences
If You Do Nothing: One Example of Intestate Succession
Worksheet 8: List Identifying Transfer Wishes
Chapter 7: Determine Distribution Options: Establish Ground Rules
Agree on a Process
Considering Ground Rules
Chapter 8: Managing Conflicts if they Arise
Just Listen
Tips for Better Listening
Listen for Feelings
How Do I Say What I Need to Say?
Working on Conflicts
Can You Agree to Disagree
Watch for Blaming
Remember Your Reasons for Completing this Process
Chapter 9: Completing Your Work
Have You Finished Making Transfer Decisions?
Appendix A: Glossary
Appendix B: References
Appendix C: Credits
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