Index

Acknowledgment, of financial relationship

Actual values

Adolescence stage, goal of

Adulthood stage, goal of

Age

coming of, ritualizing the
experience and
reflecting on

Angus, Patricia

Annual exclusion gifts

Aspirational values

Aspirations, gifts and

Asset, family reputation as

Autonomy vs. shame and doubt

Balancing act

Beneficiaries

effects of trusts on
trustee relationship with

Blended families, sharing wealth and

Buffett, Warren

Business interests, gift of

Carnegie, Andrew

Challenge (rather than threat)

Character

development of, reputation and
manifestations of

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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