University of Michigan New York University

Survey 3 - Family, bequests, and transfers

Survey 3 is focused on the family, past and future major expenses, and transfers and bequests. The main content is

  • Demographics updates
  • Family inventory
  • Major past expenses and future expense expectations on self and spouse, descendants and comparable other, and predecessors
  • SSQs: risk aversion revisited (loss aversion version), bequest revisited, inter-vivos transfers
  • Charitable giving expectations



Survey Instruments





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