Author Susan Eisen Reveals The One Biggest Mistake Made in Estate Planning

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Susan Eisen, author of a new book on inheritance issues entitled “The Myth Of The Million Dollar Dishrag-An Effective And Powerful Plan To Avoid A Family Inheritance Battle After You Die” cites the one biggest mistake made in estate planning is not making provisions for who inherits the family heirlooms and thus causing family break-ups and heartaches.

family battles, inheritance, wills, estates, heirlooms, family financial planning

How to Avoid Inheritance Battles

I have had clients tell me stories about how an ice cream scoop, a tea cup, or a cake knife split up the family for generations.

Susan Eisen, author of a new book on inheritance issues entitled “The Myth Of The Million Dollar Dishrag-An Effective And Powerful Plan To Avoid A Family Inheritance Battle After You Die” sites the one biggest mistake made in estate planning is not making provisions for who inherits the family heirlooms and thus causing family break-ups and heartaches.

When it comes to investments, stocks, bonds, cash, real estate, and retirement assets, sophisticated financial planning is a part of most family’s estates. There is usually no resistance to understanding the value of an educated estate planner, estate attorney, or CPA. But the family heirlooms left in the parent’s home are what cause the greatest amount of family battles.
“I have had client’s tell me stories about how an ice cream scoop, a tea cup, or a cake knife
split up the family for generations” she said. “Making a With Love List of your family heirlooms while you are alive and healthy is the most important thing you can do in your estate planning for your family” she advises when consulting clients about their family treasures. She notes that the items on the list do not always have to be the most valuable and that many times, things of little or no financial value may be the reason families split up during inheritance disputes.

Ms. Eisen has created a new profession she calls “Emotional Estate Planning” where she meets with the heads of a family, helps them create their list, and works with them to equitably split up the heirlooms before they die.

Her book is a compilation of stories about families and their inheritance battles and tips on avoiding them, how to keep organized records of family heirlooms, and what to do about collections of art, jewelry, silver, stamps, and coins when deciding who should inherit them. Accompanying the book is a workbook designed to help families organize their heirloom estate planning and to motivate them to get the job done in a timely matter. Her easy-to-follow method for creating an inventory of possessions through her With Love List and accompanying activities focus on decision making techniques necessary for the inheritance process. The book is available online at http://www.inheritanceexpert.com and http://www.amazon.com and at her location at 5857 North Mesa in El Paso, Texas.

About Susan Eisen

Since launching her art and jewelry gallery and appraisal practice in the early 1980’s and sharing her desire for inheritances to become a positive family event, Ms. Eisen has become a sought after advisor for attorneys, CPAs, bankers, estate planners, private collectors and consumers for the valuation and distribution of family heirlooms. She has worked with thousands of clients on their collections of jewelry, gemstones, silver, fine art, coins, and other precious treasures and has helped hundreds of clients avoid having once-loving family relationships turn into fierce family inheritance battles. She is credentialed with many appraisal organizations including the American Society of Appraisers, the International Society of Appraisers, the American Gem Society, the National Association of Jewelry Appraisers, and the Accredited Gemologists Association and is a consultant, speaker, advisor, and expert witness in her industry. She has been interviewed and quoted in over 160 articles in national magazines and is a respected inheritance expert to her clients who live all over the world.

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