The Inheritor’s Toolbox

INTRO: Inheritor Advocate and Author Myra Salzer

1. Should You Loan Money to Friends?

2. The Dreaded Question - What Do You Do?

3. Demystifying Your Financial Statements

4. Influencing Your Portfolio

5: Understanding the Rules of the Game

6: How to Be an Effective Board

7: Overcoming Shame and Embarrassment

8: Equalizing Power Between Fiscal Unequals