Who Gets Grandma's Yellow Pie Plate? (Webinar) ~ Passing on Personal Possessions - November 2, 2022

November 2, 2022 12:00PM - 1:00PM

Zoom webinar


Contact: Jinnifer Ortquist

Nov. 2, 2022
noon - 1 p.m. (ET)

Webinar
(Free)

Planning for the transfer of both titled and non-titled property is an important issue that can significantly impact family relations. “Who Gets Grandma’s Yellow Pie Plate?” will address six key decision-making factors for non-titled property transfer and provide strategies to help you jumpstart conversations about this issue.

This workshop will help you learn:

  • Strategies to jumpstart conversations about inheritance
  • About the powerful messages in who gets what
  • The importance of planning for both titled and non-titled property
  • How complex emotional and family relationships impact personal property decisions
  • Six key decision-making factors in non-titled property transfer
  • About resources, including a workbook, to help improve family decision making

 

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