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Social Security Reform And The Exchange Of Bequests For Elder Care

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Author Info
Meta Brown () (Center for Retirement Research)

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Abstract

The majority of elderly Americans who receive long-term care outside of institutions are cared for in part by their children. We have little evidence, however, on the financial and social mechanisms securing the supply of elder care. In recent data on older U.S. families, I find that children rarely receive direct payment for their help. Further, inter-vivos transfers from unmarried parents to their adult children do not favor caregivers. Given the lack of evidence of any spotmarket for family care, the central question of this study is whether end-of-life transfers act as compensation for caregiving children. An empirical study of parentsí division of bequests and life insurance among their children shows a positive association between childrenís transfer shares and both current and predicted caregiver status. In order to investigate the dependence of family care outcomes on childrenís time costs and parentsí wealth and care needs, I present a dynamic model of the asset choices of an elderly parent who wishes to elicit care from her children. Model estimates indicate that children respond to parentsí care needs and bequeathable wealth in the decision to provide care, and that children with greater time costs provide care only at higher levels of bequeathable wealth. Finally, a policy simulation based on model estimates predicts that a 5 to 6 percentage point increase in the rate at which unmarried elderly parents receive family care would result from reforms in which the expected present values of both public and private pensions were included in parentsí bequests. However, a more modest change in public retirement benefits, designed to mimic the broad-brush characteristics of an existing proposal for Social Security reform, is predicted to have a negligible effect on care rates.

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Paper provided by Center for Retirement Research in its series Working Papers, Center for Retirement Research at Boston College with number 2003-12.

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Date of creation: 29 Sep 2003
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Handle: RePEc:crr:crrwps:2003-12

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  1. Maxim Engers & Steven Stern, 2002. "Long-Term Care and Family Bargaining," International Economic Review, Department of Economics, University of Pennsylvania and Osaka University Institute of Social and Economic Research Association, vol. 43(1), pages 73-114, February. [Downloadable!] (restricted)
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  2. Bernheim, B Douglas & Shleifer, Andrei & Summers, Lawrence H, 1985. "The Strategic Bequest Motive," Journal of Political Economy, University of Chicago Press, vol. 93(6), pages 1045-76, December. [Downloadable!] (restricted)
    Other versions:
  3. Gary S. Becker, 1974. "A Theory of Social Interactions," NBER Working Papers 0042, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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  4. Bernheim, B Douglas, 1991. "How Strong Are Bequest Motives? Evidence Based on Estimates of the Demand for Life Insurance and Annuities," Journal of Political Economy, University of Chicago Press, vol. 99(5), pages 899-927, October. [Downloadable!] (restricted)
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  5. John F. Cogan & Olivia S. Mitchell, 2002. "The Role of Economic Policy in Social Security Reform: Perspectives from the President's Commission," NBER Working Papers 9166, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  6. Laitner, John & Juster, F Thomas, 1996. "New Evidence on Altruism: A Study of TIAA-CREF Retirees," American Economic Review, American Economic Association, vol. 86(4), pages 893-908, September. [Downloadable!] (restricted)
  7. Martin Feldstein & Elena Ranguelova, 1999. "The Economics of Bequests in Pensions and Social Security," NBER Working Papers 7065, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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  8. Wilhelm, Mark O, 1996. "Bequest Behavior and the Effect of Heirs' Earnings: Testing the Altruistic Model of Bequests," American Economic Review, American Economic Association, vol. 86(4), pages 874-92, September. [Downloadable!] (restricted)
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  9. Sloan, Frank A & Picone, Gabriel & Hoerger, Thomas J, 1997. "The Supply of Children's Time to Disabled Elderly Parents," Economic Inquiry, Oxford University Press, vol. 35(2), pages 295-308, April.
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  10. Pezzin, Liliana E & Schone, Barbara Steinberg, 1997. "The Allocation of Resources in Intergenerational Households: Adult Children and Their Elderly Parents," American Economic Review, American Economic Association, vol. 87(2), pages 460-64, May. [Downloadable!] (restricted)
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