How inheriting affects bequest plans
How inheriting affects bequest plans
View/Date of Publication
11.2015Publisher
Center for Development Research (ZEF), University of BonnPublisher Location
BonnMetadata
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Citable Link (Handle URI) 
https://hdl.handle.net/20.500.11811/12188
Abstract
We present and test the idea that bequest planning is linked with the experience of inheriting. We consider “a family tradition of bequeathing” as a channel through which the intention to bequeath is moulded by and is positively correlated with the experience of inheriting. Using data from the Survey on Health, Ageing and Retirement in Europe (SHARE), we find that the experience of inheriting enhances the intention to bequeath, independently of the positive impact of wealth. We also find that the expectation of inheriting has a positive impact on the intention to bequeath, controlling for the expected increase in wealth on account of future inheritances.
Subjects
Intergenerational transfers, Bequest behavior, Experience of inheriting, Expectation of inheriting, Intention to bequeath, Family tradition
Classification (DDC)
300 Sozialwissenschaften, Soziologie, Anthropologie 320 Politik 330 WirtschaftFirst Publication
https://www.zef.de/fileadmin/user_upload/zef_dp_202A.pdfPart of Series
ZEF-Discussion Papers on Development Policy ; 202AStark, Oded; Nicinska, Anna: How inheriting affects bequest plans. Bonn: Center for Development Research (ZEF), University of Bonn, 2015. In: ZEF-Discussion Papers on Development Policy, 202A.
Online-Ausgabe in bonndoc: https://hdl.handle.net/20.500.11811/12188
Online-Ausgabe in bonndoc: https://hdl.handle.net/20.500.11811/12188
@techreport{handle:20.500.11811/12188,
author = {{Oded Stark} and {Anna Nicinska}},
title = {How inheriting affects bequest plans},
publisher = {Center for Development Research (ZEF), University of Bonn},
year = 2015,
month = nov,
series = {ZEF-Discussion Papers on Development Policy},
volume = 202A,
note = {We present and test the idea that bequest planning is linked with the experience of inheriting. We consider “a family tradition of bequeathing” as a channel through which the intention to bequeath is moulded by and is positively correlated with the experience of inheriting. Using data from the Survey on Health, Ageing and Retirement in Europe (SHARE), we find that the experience of inheriting enhances the intention to bequeath, independently of the positive impact of wealth. We also find that the expectation of inheriting has a positive impact on the intention to bequeath, controlling for the expected increase in wealth on account of future inheritances.},
url = {https://hdl.handle.net/20.500.11811/12188}
}
author = {{Oded Stark} and {Anna Nicinska}},
title = {How inheriting affects bequest plans},
publisher = {Center for Development Research (ZEF), University of Bonn},
year = 2015,
month = nov,
series = {ZEF-Discussion Papers on Development Policy},
volume = 202A,
note = {We present and test the idea that bequest planning is linked with the experience of inheriting. We consider “a family tradition of bequeathing” as a channel through which the intention to bequeath is moulded by and is positively correlated with the experience of inheriting. Using data from the Survey on Health, Ageing and Retirement in Europe (SHARE), we find that the experience of inheriting enhances the intention to bequeath, independently of the positive impact of wealth. We also find that the expectation of inheriting has a positive impact on the intention to bequeath, controlling for the expected increase in wealth on account of future inheritances.},
url = {https://hdl.handle.net/20.500.11811/12188}
}
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