Exercise | 2007
by John A. Davis
Outlines several questions that address core issues in planning for inheritance. Appropriate for all families, no matter what assets they have to pass to heirs.
Keywords: Assets; Management Succession; Family Business; Family and Family Relationships; Planning; Value;
Citation:
Davis, John A. "Values Concerning Inheritance Worksheet." Harvard Business School Exercise 808-071, September 2007.
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Case | HBS Case Collection | 2013
Grupo RBS (A)
John A. Davis and Courtney Collette
Catherine Gomez and Dentalite
John Davis and Shirley M. Spence
Case | HBS Case Collection | 2012
Getting Back to Your Roots: Rose Carpenter's Story
John A. Davis, Janet Kraus and Lisa Strope
Keywords: career planning; entrepreneurs; Life planning; Work-Life Balance; Entrepreneurship; Decisions;