
Preparing Heirs
by Williams, Roy O.; Preisser, VicRent Book
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Summary
Table of Contents
Introduction | p. 1 |
The Future: Wealth Transfers During the Next 50 Years | p. 5 |
The Uniform Worldwide Failure Rate for Wealth Transfers | p. 15 |
The Underlying Causes of Failure in Estate Transitions | p. 25 |
Knowing What's Wrong vs. Doing What's Right | p. 51 |
The First Step: Assessing Your Wealth Transition Plan | p. 55 |
The Second Step: Taking Action on Plan Deficiencies | p. 91 |
The Third Step: Preparing the Heirs | p. 103 |
The Fourth Step: The Heir's Self-Preparation Responsibilities | p. 135 |
The Fifth Step: Continuing Evaluation and Measurement | p. 153 |
Closing Observations: Summary | p. 161 |
Tables, Charts, and Questionnaires | |
Wealth Transfer Forecasts | p. 9 |
What Parents Worry About - Kids vs. Wealth | p. 21 |
Causes of Failure--Pie Chart | p. 49 |
Wealth Transition Checklist--10 Questions | p. 57 |
Sample Bar Chart--50-Question Checklist | p. 85 |
Family Coach Selection Checklist | p. 97 |
Heir Readiness Checklist--10 Questions | p. 112 |
Heir Self-Readiness Checklist--10 Questions | p. 138 |
Appendices | |
Research Background Summary | p. 167 |
Confidential "Mountain" Family Sample Report | p. 175 |
Sample Family Wealth Mission Statements | p. 179 |
Further Information-Books and Family Coaching | p. 181 |
Table of Contents provided by Ingram. All Rights Reserved. |
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