Author: Dorothy Mae Thomas Publisher: ISBN: Category : Estate planning Languages : en Pages : 214
Book Description
This exploratory study examined the estate planning knowledge and actions of married couples in Oregon. The specific objectives of the study were: (1) to determine couples' estate planning knowledge and their estate planning actions, (2) to determine if a relationship existed between couples' estate planning knowledge and their estate planning actions, (3) to determine if couples' estate planning knowledge and their estate planning actions were influenced by selected demographic and situational variables, and (4) to determine if couples' estate planning knowledge and their estate planning actions were greater for those couples in which both spouses attended an estate planning meeting, than for those couples in which only one spouse, or neither spouse attended an estate planning meeting. The analyses of the data were based on the responses of 158 married couples in which both spouses completed and returned a twenty question, mail survey. This mail survey was used to collect data for the "Estate Planning Survey" project sponsored by the Oregon State University Extension Service in 1983 and 1984. The data were analyzed on a conjoint basis. The statistical analyses used were matched pair t-tests, Pearson's Product-Moment Correlation Coefficient, and One-way Analysis of Variance. Ten null hypotheses with sub-parts were tested at the .05 level of significance. Couples' estate planning knowledge was significantly related to the variables of income, and the number of children under age 18. The variables of age, income, combined estate size, the number of children under age 18, and the number of children over age 18, were significantly related to couples' estate planning actions. Over one-half of the sample was between the ages of 30 and 59, with a reported annual income between $20,000 and $49,999. Over one-third (37.9 percent) of the respondents had a combined husband/wife estate valued between $100,000 and $499,999; one-third (33.8 percent) of the couples were city residents. Two-thirds (65.7 percent) of the married couples indicated that they had no minor children; 40.6 percent reported that they had two or three adult children. Almost 50 percent of the couples indicated that both spouses had attended an estate planning meeting. The couples' mean estate planning knowledge score was 11.01 (55 percent); the couples' mean estate planning action score (the number of possible actions completed) was 3.37 (24 percent). The findings of this exploratory study should benefit family financial management educators, financial institution professionals, attorneys, and family life and other social science researchers by helping them to understand the estate planning needs of married couples, and to assist these professionals in the design, development, and delivery of effective estate planning programs.
Author: Rees C. Johnson Publisher: ISBN: 9780971072404 Category : Business & Economics Languages : en Pages : 220
Book Description
In WILLS & ESTATE PLANNING--Oregon Handbook, Revised Edition, Portland attorney Rees Johnson, with over 30 years experience in estate planning, updates his comprehensive overview of wills and estates, incorporating recent changes in Oregon and federal laws. He also provides updates in a free newsletter and on his website. Written without "legalese," WILLS & ESTATE PLANNING looks at various consequences of different planning tools, such as the effect a strategy to avoid estate taxes may have upon the donor's ability to control the property, and upon the recipient's income tax liability and even eligibility for college financial aid. A discussion of Oregon's Death with Dignity Act, a glossary, and a sample will are included.
Author: Molly Deborah Weiss Publisher: ISBN: Category : Estate planning Languages : en Pages : 170
Book Description
The purpose of this research was to examine whether or not women's involvement in the estate planning process is dependent upon selected demographic and situational variables. More specifically the objectives of the study were: 1) to identify the extent of women's involvement in the estate planning process, 2) to determine the extent to which involvement in the estate planning process is dependent upon selected demographic and situational variables, and 3) to identify possible target audiences for estate planning programs. A personal interview schedule was used to collect the data. Eighty women were ramdomly selected from the Corvallis 1979-80 telephone directory and were interviewed. A chi square test for independence was used to determine if there was a relationship between women's involvement in the estate planning process and selected demographic and situational variables. Fourteen hypotheses were tested at the .05 level of significance. Five null hypotheses were rejected and eight null hypotheses were retained. One hypothesis could not be statistically analyzed because of an insufficient number of observed frequencies in the cells. The statistical analyses provided data which enabled the researcher to develop a profile of a woman likely to have high involvement in the estate planning process. She would be 35 years of age or older; married to a man 35 years of age or older; her husband would be employed and they would have an annual family income of greater than $17,000.
Author: Dorothy Mae Thomas
Author: Rees C. Johnson
Author: Christopher Benson
Author: Julie A. Calligaro
Author: Rees C. Johnson
Author: Benjamin L. Rasche
Author: Penny H. Serrurier
Author: Oregon State Bar. Continuing Legal Education
Author: Julie A. Calligaro
Author: Molly Deborah Weiss