Research
Research library
Research worth an advisor's time from research firms, asset managers, regulators, central banks, academics and think tanks, each with a short summary in our own words, plus AdvisorIQ's own analysis.
As of Oct 8, 2026, the library lists 2 pieces from academics on estate planning.
Titles marked with an arrow open on the publisher's site. How we choose.
Estate planning
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Bequests (opens nber.org)
A broad review of research on bequests and other transfers between generations. It covers how common inheritances are across countries, the mix of altruistic and self-interested motives behind them, and how expected or received transfers shape saving, spending and work, especially for older givers and for heirs.
Topic: Estate planningnber.org
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How Much Could Will-Writing Reduce the Racial Wealth Gap? (opens crr.bc.edu)
This brief looks at how having a will affects the size of bequests and the passing of wealth across generations. Wills are linked to larger bequests that compound for heirs, and the authors estimate that closing the gap in will-writing between Black and White households would have narrowed the racial wealth gap by 10% over three generations.
Topic: Estate planningcrr.bc.edu
Editorial
How we choose
- Inclusion is editorial. No publisher pays to be listed, and none can.
- We leave out any piece that features or recommends a specific fund, ETF, model portfolio or other product.
- Summaries are AdvisorIQ's own words. We link to the original on the publisher's site rather than copy it.
- We do not list pieces behind a paywall or a registration form, or pieces from media outlets and advisor platforms; we link to the original source instead.
More in our editorial standards.