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


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: or

Oded Stark (Contact Author)

University of Bonn ( email )

Walter-Flex-Str. 3
Bonn, NRW 53113

University of Warsaw ( email )

Dluga Street 44/50
Warsaw, 00-241

University of Tuebingen

Wilhelmstr. 19
Tuebingen, Baden Wuerttemberg 72074

Anna Nicinska

University of Warsaw ( email )

Krakowskie Przedmiescie 26/28
Warszawa, Pl-00681

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