How Inheriting Affects Bequest Plans

27 Pages Posted: 18 Jan 2016

See all articles by Oded Stark

Oded Stark

University of Bonn; University of Warsaw; University of Tuebingen

Anna Nicinska

University of Warsaw

Multiple version iconThere are 3 versions of this paper

Date Written: December 2015

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.

Suggested Citation

Stark, Oded and Nicinska, Anna, How Inheriting Affects Bequest Plans (December 2015). Economica, Vol. 82, pp. 1126-1152, 2015, Available at SSRN: https://ssrn.com/abstract=2716508 or http://dx.doi.org/10.1111/ecca.12164

Oded Stark (Contact Author)

University of Bonn ( email )

Walter-Flex-Str. 3
Bonn, NRW 53113
Germany

University of Warsaw ( email )

Dluga Street 44/50
Warsaw, 00-241
Poland

University of Tuebingen

Wilhelmstr. 19
Tuebingen, Baden Wuerttemberg 72074
Germany

Anna Nicinska

University of Warsaw ( email )

Krakowskie Przedmiescie 26/28
Warszawa, Pl-00681
Poland

Do you have a job opening that you would like to promote on SSRN?

Paper statistics

Downloads
0
Abstract Views
187
PlumX Metrics