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Occasionally I meet somebody outside of the context of my personal history, and in one way or another, it will become evident to them that I'm wealthy. And they say, "I'll be damned! You're not at all what I would expect." Hearing that always pleases me: I take it as a high compliment. I've had to work hard not to buy into the stereotypes about rich people. And I see those stereotypes everywhere. I want people to make up their mindsnot only about me, but also about other people I know who have moneybased on who they are, based on what they are doing, and based on what they love.

- A young heir interviewed by The Inheritance Project.

Passing Wealth Along to Our Children book cover

Passing Wealth Along to Our Children
Emotional Complexities of Estate Planning


T A B L E   O F   C O N T E N T S

Introduction

The Emotional Legacy of Our Wills

How a Therapist Can Help

The Issue of Control

Are We Protecting Or Overprotecting?

What Is a Trust?

Irrevocable Generation-skipping Trusts: What They Are and What They Can Do to Our Heirs

Simple Trusts

Incentive Trusts

The "Victorian Clause"

Outright Bequests

When Fair May Not Be the Same Thing as Equal

What Age to Inherit?

Informing Children

Conclusion



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