Extension > Family > Financial Security for Later Life > Who Get Grandma's Pie Plate?™ > Families and Inheritance: Tips for Planning Ahead
Families and Inheritance: Tips for Planning Ahead
Planning ahead for inheritance versus waiting until a crisis or death does have benefits. These include more choices, a chance for thoughtful communication, and fewer family conflicts. The award winning book, "Who Gets Grandma's Yellow Pie Plate?™," provides a positive planning process to transfer non-titled property. The book is based on research with families and attorneys and is designed to help overcome common inheritance decision-making obstacles.
To avoid common obstacles the book encourages family members to:
- Recognize the sensitivity of the issue
- Determine what you want to accomplish
- Decide what's "fair" for your family
- Understand belongings have different meanings to different individuals
- Consider distribution options and consequences
- Agree to manage conflicts if they arise
Whether planning ahead or making decisions when someone dies, the book 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?TM Workbook (booklet or interactive CD) or Resources for Families.
