Learn More
Are you interested in more information about inheritance planning or aging? Here are web sites and books that you may find useful.
Important note: References from this web site to any non-governmental entity, product, service or information does not constitute an endorsement or recommendation by the University of Minnesota Extension Service or any of its employees. UMES is not responsible for the contents of any "off-site" web pages referenced from this server. UMES does not endorse ANY specific products or services provided by public or private organizations.
Estate Planning and Inheritance
National Academy of Elder Law Attorneys, Inc.
Elder law attorneys work with older clients and their families. If you need to find an elder law attorney go to www.naela.org
Be a more informed consumer when searching for and choosing legal advice. "Questions and answers when looking for an Elder Law Attorney" provides helpful tips
http://www.naela.org/public/QA.htm
American Bar Association
"The American Bar Association Guide to Wills and Estates: Second Edition" is a basic guide to distributing property at death and planning for possible incapacity.
"The American Bar Association Legal Guide for Older Americans" covers a broad range of legal protections offered to older Americans with practical tips.
Nolo's Legal Encyclopedia on Wills and Estate Planning
Basic information on wills and estate planning tools and processes to help you get started.
www.elderweb.com includes a variety of
practical information.
Who Gets Grandpa's Farm?
A website to help communicate about farm transfer issues.
Financial and Retirement Planning
Retirement: Are Financial Planners for You? Useful publication from the University of Minnesota Extension Service to help understand financial planners, whether you need one, selection issues, compensation, credentials, and critical questions to ask when interviewing a planner.
The Financial Planning Association Consumer Services Section. Allows you to search for and connect with a Certified Financial Planning professional in your local area.
Aging Parents and Caregiving
www.elderweb.com includes a variety of practical information.
www.familycaregivers.com contains useful information for family members, including basic information and brief printable articles to make informed decisions and raise critical conversations. See the following library sections:
Death and Dying
Money - Financial Caregiving
Legal caregiving
Suggested Reading:
Pipher, M. (1999). Another Country: Navigating the emotional terrain of our elders. Riverhead Books.
Morris, V. (1996). How to care for aging parents. New York: Workman Publishing
Cohen, D & C. Eisdorfer. (1993). Caring for your aging parents. New York: Putnam Books.
Families and Inheritance Research
Allianz. (October 19, 2005). Research finds huge “legacy gaps” in
boomers and parents’ views of inheritance. Allianz Life Insurance Company
of North America. Retrieved January 10, 2006 from
http://www.allianzlife.com/MediaCenter/PressLegacies.aspx
Csikszentmihalyi, M., & Rochberg-Halton, E. (1981). The meaning of
things: Domestic symbols and the self. New York: Cambridge University
Press.
Dunn, T. A., & Phillips, J. W. (1997). Do parents divide resources
equally among children? Evidence from the AHEAD Survey. Center
for Policy Research, Maxwell School, Syracuse University, Aging Studies, Program
Paper (No. 5).
Ekerdt, D., Sergeant, J., Dingel, M., & Bowen, M. (2004). Household
disbandment in later life. Journal of Gerontology. 59B, S265-S273.
The Hartford. (October 19, 2005). A “Family conversation” on estate
planning can strengthen ties between boomers and their parents. The
Hartford Financial Services Group, Inc. Retrieved January 10, 2006 from
http://www.thehartford.com/servlet/Satellite?pagename=HIG/HIG10Article/HIG_NewsA...
Lustbader, W. (1996). Conflict, emotion, and power surrounding legacy.
Generations. 20(3), 54-57.
Marx, J., Solomon, J., & Miller, L. (2004). Gift wrapping ourselves:
The final gift exchange. Journal of Gerontology. 59B(5),
S274-S280.
McGarry, K., & Schoeni, R. F. (1995). Transfer behavior in health and
retirement study: Measurement and the redistribution of resources within the
family. The Journal of Human Resources. 30(Supplement), S184-S226.
McGarry, K., & Schoeni, R. F. (1997). Transfer behavior within the family:
Results from the Asset and Health Dynamics Study. The Journal of
Gerontology. 52B(Special Issues), 82-92.
O'Conner, C. (1996). Empirical research on how the elderly handle their
estates. Generations. 20(3), 13-20.
Olsen, C. S. and Osborn, T. L. "Interitance: A Tale of Two Perceptions,"
Online Journal of Rural Research & Policy
(2006.5).
Price, L., Arnould, E., & Curasi, C. (2000). Older consumers’
disposition of special possessions. The Journal of Consumer Research.
27(2), 179-201.
Rosenfeld, J. (1979). The legacy of aging: Inheritance and disinheritance
in social perspectives. Norwood, NJ: Abex Publishing.
Salamon. S. (1992). Prairie patrimony. Chapel Hill, NC: University
of North Carolina Press.
Stum, M. (2000). Families and inheritance decisions: Examining non-titled
property transfers. Journal of Family and Economic Issues. 21(2),
177-202.
Stum, M. (1999). “I just want to be fair”: Interpersonal justice in
intergenerational transfers of non-titled property. Family Relations,
48, 159-166.
Sussman. M. B., Cates, J. N., & Smith, D. T. (1970). The family and
inheritance. New York: Sage.
Taylor, J. & Norris, J. (2000). Sibling relationships, fairness, and conflict
over transfer of the farm. Family Relations. 49(3), 277-283
Titus. S. L. Rosenblatt. P C. & Anderson, R. M. (1979). Family conflict over
inheritance of property. The Family Coordinator, 337-346.
Tobin, S. S. (1996). Cherished possessions: The meaning of things.
Generations. 20(3), 46-48.
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