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Welcome to the 2017 AFS Annual Meeing, being held this year, in conjunction with FPA in Nashville!
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Monday, October 2 • 4:30pm - 5:30pm
J3a Bequests Expectation and Estate Planning

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This study examined racial/ethnic variations in the association between comorbid health conditions and bequests expectation and estate planning among older adults using data from the 2014 Health and Retirement Study. This study used a number of chi-square, analysis of variance tests, and hierarchical logistic regression and found a statistically significant relationship between race/ethnicity and estate planning preparation. Overall, non-Hispanic Whites made better preparation for estate planning as compared to non-Hispanic Blacks and Hispanics. Furthermore, this study found that comorbidity and bequest motives were positively related to estate planning. This study discussed implications for financial planners, policymakers, and future research.

Author(s): Shinae Choi, Ph.D.


Shinae Choi

Assistant Professor, The University of Alabama

Monday October 2, 2017 4:30pm - 5:30pm

Attendees (2)