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Extension > Family > Personal Finance > Who Gets Grandma's Yellow Pie Plate?™ > Resources for Families

Who Gets Grandma's Yellow Pie Plate?™

Resources for Families

All families struggle will how to pass on personal belongings. Who Gets Grandma’s Yellow Pie Plate?™ is here to help.

The resources on this page were specifically designed for:

Family Talk About Inheritance Issues

Rosemary K. Heins, Extension Educator — Family Resource Management

Reviewed June 2013 by the author.

Everyone seems to agree that family members need to talk about potential changes in health, inheritance, and estate planning issues before there is a crisis or someone is not able to communicate. Communicating and advance planning can reduce feelings of burden, guilt, and misunderstandings.

Helping family members talk about issues that they normally do not want to address — or even acknowledge — is the focus of U of MN Extension Specialist, Marlene S. Stum’s research on inheritance issues. This research has been utilized to develop tools to help family members begin thoughtful communication about the complex inheritance issue of personal possessions.

Marlene’s research became the award winning program, Who Gets Grandma’s Yellow Pie Plate™. Within these materials she shares tips for talking about inheritance. Here are just a few:

Be clear about your own motives for raising the issue. What are your concerns, what do you want to have happen, and why?

  1. Remember that listening is the part of communication we too often forget.
  2. Look for natural opportunities to talk. For example when a friend or relative is dealing with transferring personal possessions when someone moves or dies, use the situation to introduce a discussion. Ask, "What would you have done if you were in that situation?"

Another suggestion is to obtain and use the Who Gets Grandma’s Yellow Pie Plate?™ materials. These share a process for families to use in making inheritance decisions. These can be ordered online through the U of MN Extension website, www.extension.umn.edu. Enter Who Gets Grandma’s Yellow Pie Plate into the search area and learn more.

These resources can help you guide families in transferring property.

Featured Resources

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Who Gets Grandma’s Yellow Pie Plate?™ Workbook
This 108-page workbook walks you through the entire process, from understanding the issues, identifying objects to transfer, reviewing distribution options, and managing conflicts. Available as booklet or interactive CD.

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Intergenerational Land Transfer Workshop
Two part workshop will give families the tools to start the land transfer process. Excellent resource for any woodland owner.

Who Gets Grandma’s Yellow Pie Plate?™ DVD — This 13 minute companion video (on DVD) explains six factors important in successful transfer of personal, non-titled property. This is a perfect companion to the Workbook for families.

Everyone is Affected by Property Transfer — This online resource reviews how you may be affected by property transfer, what is personal property, six factors to consider, and what is your role in the process.

Are You Prepared to Transfer the Yellow Pie Plate? — Quick quizzes for property owners, children and other potential property recipients, personal representatives/executors, and educators/caring professionals to help you determine if you are prepared for this process.

Family Stories About Transferring Property — Read about the experiences that real families have had with this issue. This may be a great discussion tool with your own family.

Families and Inheritance: Tips for Planning Ahead — Quick tips for avoiding common obstacles as you're planning ahead for property transfer.

Families and Personal Property Inheritance: A Top Ten List for Decision Making — This top ten list gives guidance as you move ahead with making decisions about property.

Inheriting Memories — Reviews what is unique about personal possessions and inheritance.

Critical Conversations About Inheritance: Can We Talk? — Ten tips for starting a conversation about inheritance.

Family Talk About Inheritance Issues (audio; 1:58) — Communicating and advance planning can reduce feelings of burden, guilt, and misunderstandings. Transcript

Getting Started with Intergenerational Land Transfers — A successful land transfer involves family, a structure or business to manage the woodland, and the completing legal aspects of land ownership.

To see additional resources on this topic, see Learn More.

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