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2020 Conference

del 18 al 20 de May del 2020

Proposal authors can use this tool to see where they have been placed in the agenda for a Symposium, an Oral Session, or a Featured Research Session Poster.

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C1a Factors Associated with Estate Planning: The Role of Financial Education

miércoles, el 20 de mayo de 2020 a las 13:00–14:30 CDT
Room 1
Key Words

financial education, estate planning, long-term financial behavior

Short Description

This study investigates various contributing factors associated with estate planning of US households. In particular, we focused on the role of financial education on a basic estate planning, i.e., having a will comprehensively using four measures as follows; (a) participation in financial education, (b) types of organization, (c) total number of hours and (d) overall quality of financial education. The main contribution of this study is twofold. A number of studies on various financial decisions and behaviors have been conducted, but a topic of estate planning has been understudied relatively. Further, this study provides a comprehensive overview of how financial education impacts one’s estate planning using the 2018 National Financial Capability Study (NFCS) dataset. To check the robustness of our results, we conducted similar analyses across subsamples of three generations, Millennials, Generation X and Baby boomers.

First & Corresponding Author

Richard Stebbins, University of Alabama
Authors in the order to be printed

Richard Stebbins, Kyound Tae (KT) Kim

Additional Authors

Kyoung Tae Kim, The University of Alabama
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