Arbeitspapier

How inheriting affects bequest plans

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.

Sprache
Englisch

Erschienen in
Series: University of Tübingen Working Papers in Economics and Finance ; No. 86

Klassifikation
Wirtschaft
Institutions: Design, Formation, Operations, and Impact
Household Behavior and Family Economics: Other
Altruism; Philanthropy; Intergenerational Transfers
Fiscal Policies and Behavior of Economic Agents: Household
Thema
Intergenerational transfers
Bequest behavior
Experience of inheriting
Expectation of inheriting
Intention to bequeath
Family tradition

Ereignis
Geistige Schöpfung
(wer)
Stark, Oded
Nicinska, Anna
Ereignis
Veröffentlichung
(wer)
University of Tübingen, Faculty of Economics and Social Sciences
(wo)
Tübingen
(wann)
2015

DOI
doi:10.15496/publikation-7090
Handle
URN
urn:nbn:de:bsz:21-dspace-656702
Letzte Aktualisierung
10.03.2025, 11:42 MEZ

Datenpartner

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Objekttyp

  • Arbeitspapier

Beteiligte

  • Stark, Oded
  • Nicinska, Anna
  • University of Tübingen, Faculty of Economics and Social Sciences

Entstanden

  • 2015

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