Exercise | September 2007

Values Concerning Inheritance Worksheet

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;


Davis, John A. "Values Concerning Inheritance Worksheet." Harvard Business School Exercise 808-071, September 2007.