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Wednesday, May 20 • 1:00pm - 2:30pm
C1a Factors Associated with Estate Planning: The Role of Financial Education

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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.

Author(s): Richard Stebbins, Kyound Tae (KT) Kim


Richard Stebbins

Assistant Professor, University of Alabama

Wednesday May 20, 2020 1:00pm - 2:30pm CDT
Room 1