Index
Acknowledgment, of financial relationship
Actual values
Adolescence stage, goal of
Adulthood stage, goal of
Age
Angus, Patricia
Annual exclusion gifts
Aspirational values
Aspirations, gifts and
Asset, family reputation as
Autonomy vs. shame and doubt
Balancing act
Beneficiaries
Blended families, sharing wealth and
Buffett, Warren
Business interests, gift of
Carnegie, Andrew
Challenge (rather than threat)
Character
Charitable lead trust (CLT)
Charitable remainder trust (CRT)
Choice, of trustee
Clearing your lenses
CLT. See Charitable lead trust (CLT)
Cognitive-behavioral triangle approach ...
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