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