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The Role of Financial Professionals and Charitable Donations on Inter Vivos Gifting

https://doi.org/10.2139/ssrn.1967297
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Outgoing claims: the papers this work cites, builds on, or argues with.

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Probabilistic Estate Planning
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Efficient Frontiers in Estate Planning
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Asset Allocation, Life Expectancy and Shortfall
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Do estate and gift taxes affect the timing of private transfers?
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Choosing Between Gifts and Bequests: How Taxes Affect the Timing of Wealth Transfers
inferredcites →https://doi.org/10.1016/j.jpubeco.2005.10.005openalex-snapshot
Tax avoidance and intra-family transfers
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Estate and gift taxes and incentives for inter vivos giving in the US
inferredcites →https://doi.org/10.1016/s1057-0810(99)00031-1openalex-snapshot
International equity diversification and shortfall risk
inferredcites →https://doi.org/10.1086/260265openalex-snapshot
A Theory of Social Interactions
inferredcites →https://doi.org/10.1086/654704openalex-snapshot
Inter Vivos Transfers or Bequests? Estate Taxes and the Timing of Parental Giving
inferredcites →https://doi.org/10.1111/j.1467-937x.2007.00419.xopenalex-snapshot
To Leave or Not to Leave: The Distribution of Bequest Motives
inferredcites →https://doi.org/10.1162/089286401750212032openalex-snapshot
Inter Vivos Transfers or Bequests? Estate Taxes and the Timing of Parental Giving
inferredcites →https://doi.org/10.1177/0899764008323860openalex-snapshot
Health, Wealth, and Charitable Estate Planning
inferredcites →https://doi.org/10.17016/bulletin.2009.95-2openalex-snapshot
Changes in U.S. Family Finances from 2004 to 2007: Evidence from the Survey of Consumer Finances
inferredcites →https://doi.org/10.17016/bulletin.2020.106openalex-snapshot
Changes in U.S. Family Finances from 2016 to 2019: Evidence from the Survey of Consumer Finances
inferredcites →https://doi.org/10.2139/ssrn.94043openalex-snapshot
Theory of the Firm: Managerial Behavior, Agency Costs and Ownership Structure
inferredcites →https://doi.org/10.2307/1599601openalex-snapshot
Timing under a Unified Wealth Transfer Tax
inferredcites →https://doi.org/10.2307/251636openalex-snapshot
The Timing Problem for the Unified Estate and Gift Tax
inferredcites →https://doi.org/10.2469/dig.v39.n1.13openalex-snapshot
Stochastic Optimization of Retirement Portfolio Asset Allocations and Withdrawals
inferredcites →https://doi.org/10.3386/w11767openalex-snapshot
To Leave or Not To Leave: The Distribution of Bequest Motives
inferredcites →https://doi.org/10.3386/w8333openalex-snapshot
Do Estate and Gift Taxes Affect the Timing of Private Transfers?
inferredcites →https://doi.org/10.3905/joi.2007.681826openalex-snapshot
Measuring and Controlling Shortfall Risk in Retirement
inferredcites →https://doi.org/10.4159/9780674020658-009openalex-snapshot
8. A Theory of Social Interactions
inferredcites →https://doi.org/10.61190/fsr.v15i2.4851openalex-snapshot
Dynamic retirement withdrawal planning
inferredcites →https://doi.org/10.61190/fsr.v17i1.4902openalex-snapshot
Stochastic optimization of retirement portfolio asset allocations and withdrawals
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