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Inter-vivos Transfers and Exchange

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Author Info
Edward C. Norton () (Department of Health Policy and Administration, University of North Carolina at Chapel Hill)
Courtney Harold Van Houtven () (Center for Health Services Research in Primary Care, The Durham Department of Veteran Affairs Medical Center and Department of Medicine, Duke University Medical Center)

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Abstract

Most parents divide their bequests equally among their children, whereas inter-vivos transfers are usually unequal. We propose that exchange is better for inducing inter-vivos transfers than bequests. Inter-vivos transfers can be adjusted quickly to the amount of care, are less costly than writing a will, and can be kept secret from other family members and the public. The results from national longitudinal data show that, as expected, if a parent gives any inter-vivos transfers, she is more likely to give to children who provide informal care. Informal care has no effect on the equality of intended bequests.

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Publisher Info
Article provided by Southern Economic Association in its journal Southern Economic Journal.

Volume (Year): 73 (2006)
Issue (Month): 1 (July)
Pages: 157–172
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Handle: RePEc:sej:ancoec:v:73:1:y:2006:p:157-172

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Web page: http://www.southerneconomic.org/
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Related research
Keywords:

Find related papers by JEL classification:
I12 - Health, Education, and Welfare - - Health - - - Health Production
J14 - Labor and Demographic Economics - - Demographic Economics - - - Economics of the Elderly; Economics of the Handicapped
E21 - Macroeconomics and Monetary Economics - - Macroeconomics: Consumption, Saving, Production, Employment, and Investment - - - Consumption; Saving; Wealth

Cited by:
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  1. K. Bolin & B. Lindgren & P. Lundborg, 2008. "Informal and formal care among single-living elderly in Europe," Health Economics, John Wiley & Sons, Ltd., vol. 17(3), pages 393-409. [Downloadable!]
    Other versions:
  2. Courtney van Houtven & Edward Norton, 2006. "Economic Effects of Informal Care," Swiss Journal of Economics and Statistics (SJES), Special Issues, Swiss Society of Economics and Statistics (SSES), vol. 142(S (specia), pages 13-22. [Downloadable!]
  3. Eric Bonsang, 2007. "How do middle-aged children allocate time and money transfers to their older parents in Europe?," Empirica, Springer, vol. 34(2), pages 171-188, April. [Downloadable!] (restricted)
    Other versions:
  4. Norma B. Coe & Courtney Harold Van Houtven, 2009. "Caring for mom and neglecting yourself? The health effects of caring for an elderly parent," Health Economics, John Wiley & Sons, Ltd., vol. 18(9), pages 991-1010. [Downloadable!]
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This page was last updated on 2009-11-6.


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