Conjugal testamentary practices in Canada: The gendered effect of children from other unions

M Pugliese, H Belleau… - Journal of Marriage and …, 2023 - Wiley Online Library
Objective This article explores the conjugal testamentary practices of married and cohabiting
people aged 25–50 depending on having children from other unions, shared children, and …

Older adults' relationship trajectories and estate planning

SL Choi, D Carr - Journal of Family and Economic Issues, 2023 - Springer
This study investigated whether romantic relationship trajectories in later life are associated
with estate planning (ie, having a will or trust), and how these associations differ by gender …

Wer hat das letzte Wort? Testamentarische Nachlassplanung in Deutschland

U Ehrlich, SM Spuling - 2023 - ssoar.info
Nur gut ein Drittel der Menschen in der zweiten Lebenshälfte hat ein Testament-bei
Unverheirateten sind es noch deutlich weniger. Die Mehrheit der Menschen ab 46 Jahren in …

Who has the last word? Will making in Germany

U Ehrlich, SM Spuling - 2023 - ssoar.info
It can be assumed that estate planning in wills will become increasingly important in the
area of asset transfers in the coming decades. The study examined who does draw up a will …

Estate planning among older Americans: The moderating role of race and ethnicity

SL Choi, IM McDonough, M Kim… - Financial Planning …, 2019 - Wiley Online Library
This study investigated whether race and ethnicity moderated the associations of bequest
expectations to leave an inheritance and charitable giving with having a valid will among …

Which online format is most effective for assisting Baby Boomers to complete advance directives? A randomised controlled trial of email prompting versus online …

SL Bradley, JJ Tieman, RJ Woodman, PA Phillips - BMC palliative care, 2017 - Springer
Abstract Background Completion of Advance Directives (ADs), being financial and
healthcare proxy or instructional documents, is relatively uncommon in Australia. Efforts to …

Public awareness of legal decision-making capacity and planning instruments in dementia: implications for health care practitioners

KA Sullivan, K Purser, K Graham… - … , Psychology and Law, 2023 - Taylor & Francis
The protection of a person facing difficulties with legal decision-making can be challenging;
however, estate planning documents (EPDs) can offer safeguards. Little is known about the …

The moderating role of depressive symptoms between financial assets and bequests expectation

S Choi, MJ Wilmarth - Journal of Family and Economic Issues, 2019 - Springer
This study investigated the association between financial assets and bequests expectation,
specifically whether having depression moderated the association. Our sample included …

Consumer estate planning behavior

B Pearson - A Research Agenda for Consumer Financial Behavior, 2023 - elgaronline.com
Research centered on consumer estate planning behavior is becoming increasingly vital for
the promotion of consumer well-being. Bank of America Merrill Lynch (2020) estimates that …

Financial literacy and naming a “trusted contact” for US brokerage accounts

M Sommer, HN Lim - Journal of Financial Services Marketing, 2023 - Springer
Using data from the 2021 National Financial Capability Study (NFCS), this research
investigated the relationship between financial literacy and naming a “trusted contact.” In …