Inheritance Expectations and Social Isolation: Evidence from South Korea

References

• Akerlind, I., and Hörnquist, J. O., “Loneliness and alcohol abuse: A review of evidences of an interplay.” Social Science & Medicine 34(No. 4 1992): 405-414. [https://doi.org/10.1016/0277-9536(92)90300-F]
• Basiglio, S., Rossi, M.C., and van Soest, A., “Subjective inheritance expectations and economic outcomes.” Review of Income and Wealth 69(No. 4 2023): 1088-1113. [https://doi.org/10.1111/roiw.12621]
• Bernheim, B. D., Shleifer, A., and Summers, L. H., “The strategic bequest motive.” Journal of Political Economy 93(No. 6 1985): 1045-1076. [https://doi.org/10.1086/261351]
• Berry, B., “What accounts for race and ethnic differences in parental financial transfers to adult children in the United States?.” Journal of Family Issues, 27(No. 11 2006): 1583-1604. [https://doi.org/10.1177/0192513X06291498]
• Brummett, B. H., Barefoot, J. C., Siegler, I. C., Clapp-Channing, N. E., Lytle, B. L., Bosworth, H. B., Williams, R. B. Jr., and Mark, D. B., “Characteristics of socially isolated patients with coronary artery disease who are at elevated risk for mortality.” Psychosomatic Medicine 63(No. 2 2001): 267-272. [https://doi.org/10.1097/00006842-200103000-00010]
• Buja, E., “Hofstede’s dimensions of national cultures revisited: A case study of South Korea’s culture.” Philologica 8(No. 1 2016): 169- 182. [https://doi.org/10.1515/ausp-2016-0012]
• Cacioppo, J. T., Hughes, M. E., Waite, L. J., Hawkley, L. C., and Thisted, R., “Loneliness as a specific risk factor for depressive symptoms in older adults: Cross-sectional and longitudinal analyses.” Psychology and Aging 21(No. 1 2006): 140-151. [https://doi.org/10.1037/0882-7974.21.1.140]
• Cacioppo, J. T., and Cacioppo, S., “Social relationships and health: The toxic effects of perceived social isolation.” Social and Personality Psychology Compass 8(No. 2 2014): 58-72. [https://doi.org/10.1111/spc3.12087]
• Cacioppo, J. T., Hawkley, L. C., Norman, G. J., and Berntson, G. G., “Social isolation.” Annals of the New York Academy of Sciences 1231(No. 1 2011): 17-22. [https://doi.org/10.1111/j.1749-6632.2011.06028.x]
• Canda, E. R., “Filial piety and care for elders: A contested Confucian virtue reexamined.” Journal of Ethnic & Cultural Diversity in Social Work 22(No. 3-4 2013): 213-234. [https://doi.org/10.1080/15313204.2013.843134]
• Caputo, R. K., “Adult daughters as parental caregivers: Rational actors versus rational agents.” Journal of Family and Economic Issues 23(2002): 27-50. [https://doi.org/10.1023/A:1014225613362]
• Caputo R. K. “Inheritance and intergenerational transmission of parental care.” Marriage & Family Review 37(No. 1-2 2005): 107- 127. [https://doi.org/10.1300/J002v37n01_08]
• Chang, Y. M., and Luo, Z., “Endogenous division rules as a family constitution: Strategic altruistic transfers and sibling competition.” Journal of Population Economics 28(No. 1 2015): 173-194. [https://doi.org/10.1007/s00148-013-0501-9]
• Choi, J., Yang, K., Chu, S. H., Youm, Y., Kim, H. C., Park, Y-R, and Son, Y-J., “Social activities and health-related quality of life in rural older adults in South Korea: A 4-year longitudinal analysis.” International Journal of Environmental Research and Public Health. 17(No. 15 2020): 5553. [https://doi.org/10.3390/ijerph17155553]
• Choi, H., Nam, B., Kim, S., and Park, C., “Contact with parents and parents-in-law, gender, and marital satisfaction in Korea.” Journal of Marriage and Family 81(No. 5 2019): 1192-1205. [https://doi.org/10.1111/jomf.12594]
• Chung, S., and Kim, M., “Age-friendly environment, social support, sense of community, and loneliness among middle-aged and older adults in Korea.” Aging & Mental Health 27(No. 7 2023): 1352-1359. [https://doi.org/10.1080/13607863.2022.2116395]
• Chung, S., and Park, S., “Successful ageing among low-income older people in South Korea.” Ageing & Society 28(No. 8 2008): 1061- 1074. [https://doi.org/10.1017/S0144686X08007393]
• Chung, S., Jeon, H., Song, A., and Kim J-H., “Developmental trajectories and predictors of social exclusion among older Koreans: Exploring the multidimensional nature of social exclusion.” Social Indicators Research 144(2019): 97-112. [https://doi.org/10.1007/s11205-018-2045-6]
• Ciani, E., and Deiana, C., “No free lunch, buddy: past housing transfers and informal care later in life.” Review of Economics of the Household 16(No. 4 2018): 971-1001. [https://doi.org/10.1007/s11150-018-9417-1]
• Cox, D., and Rank, M. R., “Inter-vivos transfer and intergenerational exchange.” Review of Economics and Statistics 74(No. 2 1992): 305-314. [https://doi.org/10.2307/2109662]
• De Witt, L., Campbell, L., Ploeg, J., Kemp, C. L., and Rosenthal, C., ““You’re saying something by giving things to them:” communication and family inheritance.” European Journal of Ageing 10(No. 3 2013): 181-189. [https://doi.org/10.1007/s10433-013-0262-z]
• Dickins, M., Browning, C., Feldman, S., and Thomas, S., “Social inclusion and the Fatosphere: the role of an online weblogging community in fostering social inclusion.” Sociology of Health and Illness 38(No. 5 2016): 797-811. [https://doi.org/10.1111/1467-9566.12397]
• Do, Y. K., and Malhotra, C., “The effect of coresidence with an adult child on depressive symptoms among older widowed women in South Korea: An instrumental variables estimation.” The Journals of Gerontology. Series B, Psychological Sciences and Social Sciences 67 (No. 3 2012): 384-391. [https://doi.org/10.1093/geronb/gbs033]
• Dorfman, R. A., Lubben, J. E., Mayer-Oakes, A., Atchison, K., Schweitzer, S. O., De Jong, F. J., and Matthias, R. E., “Screening for depression among a well elderly population.” Social Work 40(No. 3 1995), 295-304.
• Eng, P. M., Rimm, E. B., Fitzmaurice, G., and Kawachi, I., “Social ties and change in social ties in relation to subsequent total and cause-specific mortality and coronary heart disease incidence in men.” American Journal of Epidemiology 155(No. 8 2002): 700- 709. [https://doi.org/10.1093/aje/155.8.700]
• Evans, I. E. M., Martyr, A., Collins, R., Brayne, C., and Clare, L., “Social isolation and cognitive function in later life: A systematic review and meta-analysis.” Journal of Alzheimer’s Disease 70(No. s1 2019): S119-S144. [https://doi.org/10.3233/JAD-180501]
• Genicot, G., and Ray, D., “Aspirations and inequality.” Econometrica 85(No. 2 2017): 489-519. [https://doi.org/10.3982/ECTA13865]
• Genicot, G., and Ray, D., “Aspirations and economic behavior.” Annual Review of Economics 12(2020): 715-746. [https://doi.org/10.1146/annurev-economics-080217-053245]
• Gonzalez, L. J., and Lopes, C. “The sibling crowd-in effect of time and cash assistance to elderly parents.” Journal of Economic Studies 47(No. 1 2020): 51-63. [https://doi.org/10.1108/JES-08-2018-0303]
• Heikkinen, R-L., and Kauppinen, M., “Depressive symptoms in late life: A 10-year follow-up.” Archives of Gerontology and Geriatrics 38(No. 3 2004): 239-250. [https://doi.org/10.1016/j.archger.2003.10.004]
• Holt-Lunstad, J., Smith, T. B., Baker, M., Harris, T., and Stephenson, D., “Loneliness and social isolation as risk factors for mortality: A meta-analytic review.” Perspectives on Psychological Science 10(No. 2 2015): 227-237. [https://doi.org/10.1177/1745691614568352]
• Iliffe, S., Kharicha, K., Harari, D., Swift, C., Gillmann, G., and Stuck, A. E., “Health risk appraisal in older people 2: The implications for clinicians and commissioners of social isolation risk in older people.” The British Journal of General Practice 57(No. 537 2007): 277-282.
• Izuhara, M., Housing, care, and inheritance, New York: Routledge, 2008. [https://doi.org/10.4324/9780203890790]
• Izuhara, M., and Köppe, S., “Inheritance and family conflicts: exploring asset transfers shaping intergenerational relations.” Families, Relationships and Societies 8(No. 1 2019): 53-72. [https://doi.org/10.1332/204674317X14908575604683]
• Jang, H., Lee, W., Kim, Y-O., and Kim, H., “Suicide rate and social environment characteristics in South Korea: the roles of socioeconomic, demographic, urbanicity, general health behaviors, and other environmental factors on suicide rate.” BMC Public Health 22(No. 410 2022). [https://doi.org/10.1186/s12889-022-12843-4]
• Jeong, K-H., Yoon, J-Y., Lee, S., Cho, S., Woo, H-J., and Kim, S., “Changes in the suicide rate of older adults according to gender, age, and region in South Korea from 2010 to 2017.” Healthcare 10(No. 11 2022): 2333. [https://doi.org/10.3390/healthcare10112333]
• Kim, B. J., and Kihl, T., “Suicidal ideation associated with depression and social support: a survey-based analysis of older adults in South Korea.” BMC Psychiatry 21(No. 409 2021). [https://doi.org/10.1186/s12888-021-03423-8]
• Kim, J., Lee, Y-S., and Lee, J. “Living arrangements and suicidal ideation among the Korean older adults.” Aging & Mental Health 20(No. 12 2016): 1305-1313. [https://doi.org/10.1080/13607863.2015.1078280]
• Kim, J., Song, Y., Kim, T., and Park, K., “Predictors of happiness among older Korean women living alone.” Geriatrics and Gerontology International 19(No. 4 2019): 352-356. [https://doi.org/10.1111/ggi.13615]
• Kim, U., Park, Y-S., Kwon, Y-E., and Koo, J., “Values of children, parent-child relationship, and social change in Korea: Indigenous, cultural, and psychological analysis.” Applied Psychology 54(No. 3 2005): 338-354. [https://doi.org/10.1111/j.1464-0597.2005.00214.x]
• Kim, Y. B., and Lee, S. H., “Gender differences in correlates of loneliness among community-dwelling older Koreans.” International Journal of Environmental Research and Public Health 19(No. 12 2022): 7334. [https://doi.org/10.3390/ijerph19127334]
• Korea Employment Information Service, Employment Survey and Analysis Center, Korean Longitudinal Study of Ageing (KLoSA), 2020.
• Ko, H., Park, Y-H., Cho, B. L., Lim, K-C., Chang, S. J., Yi, Y. M., Noh, E-Y., and Ryu, S-I., “Gender differences in health status, quality of life, and community service needs of older adults living alone.” Archives of Gerontology and Geriatrics 83(2019): 239-245. [https://doi.org/10.1016/j.archger.2019.05.009]
• Lakshmanasamy, T., Bequests motives and private transfers in India, Paper submitted for the 27th International Population Conference, International Union for the Scientific Study of Population, 2013.
• Lee, J., “Inheritance in Korean families: Experiences of adult children heirs and changes in family relationships.” Family and Culture 29(No. 1 2017): 225-264. (In Korean) [https://doi.org/10.21478/family.29.1.201703.008]
• Lee, M. A., “Effects of economic and health conditions on the transition to living alone: A longitudinal study on older Koreans.” Development and Society 45(No. 3 2016): 591-617. [https://doi.org/10.21588/dns.2016.45.3.009]
• Leigh-Hunt, N., Bagguley, D., Bash, K., Turner, V., Turnbull, S., Valtorta, N., and Caan, W., “An overview of systematic reviews on the public health consequences of social isolation and loneliness.” Public Health 152(2017): 157-171. [https://doi.org/10.1016/j.puhe.2017.07.035]
• Lew, S., Choi, W., and Wang, H., “Confucian ethics and the spirit of capitalism in Korea: The significance of filial piety.” Journal of East Asian Studies 11(No. 2 2011): 171-196. [https://doi.org/10.1017/S1598240800007153]
• Locher, J. L., Ritchie, C. S., Roth, D. L., Baker, P. S., Bodner, E. V., and Allman, R. M., “Social isolation, support, and capital and nutritional risk in an older sample: Ethnic and gender differences.” Social Science and Medicine 60(No. 4 2005): 747- 761. [https://doi.org/10.1016/j.socscimed.2004.06.023]
• Lundberg, E., The effects of inheritance expectation on current economic behavior, Master’s Thesis, Uppsala University, 2020. http://urn.kb.se/resolve?urn=urn:nbn:se:uu:diva-415107
• Luo, Y., and Waite, L. J., “Loneliness and mortality among older adults in China.” The Journals of Gerontology: Series B, Psychological sciences and social sciences, 69(No. 4 2014): 633-645. [https://doi.org/10.1093/geronb/gbu007]
• Luo, Y., Hawkley, L. C., Waite, L. J., and Cacioppo, J. T., “Loneliness, health, and mortality in old age: A national longitudinal study.” Social Science & Medicine 74(No. 6 2012): 907-914. [https://doi.org/10.1016/j.socscimed.2011.11.028]
• McPherson, M., Smith-Lovin, L., and Brashears, M. E., “Social isolation in America: Changes in core discussion networks over two decades.” American Sociological Review, 71(No. 3 2006): 353–375. [https://doi.org/10.1177/000312240607100301]
• Nam, B., Lee, J., and Choi, S., “Compensating for spouse’s and child’s contribution to assets and caregiving in inheritance cases: An analysis of precedents on “contribution-based portion.” Family and Culture 27(No. 2 2015): 212–261. (In Korean) [https://doi.org/10.21478/family.27.2.201506.008]
• Oh, D. H., Park, J. H., Lee, H. Y., Kim, S. A., Choi, B. Y., and Nam, J. H., “Association between living arrangements and depressive symptoms among older women and men in South Korea.” Social Psychiatry and Psychiatric Epidemiology 50(No. 1 2015): 133-141. [https://doi.org/10.1007/s00127-014-0904-2]
• Paik, J., “The changing nature in the Korean patriarchal family: Continuity and change.” The Korean Journal of Humanities and the Social Sciences 33(No. 1 2009): 204-224. (In Korean)
• Pan, Y., Chen, R., and Yang, D., “The relationship between filial piety and caregiver burden among adult children: A systematic review and meta-analysis.” Geriatric Nursing 43(2022) 113-123. [https://doi.org/10.1016/j.gerinurse.2021.10.024]
• Park, B. G., “Study on a moderating effect of psychosocial characteristics in the relationship between depression and suicidal ideation among community elderly.” Journal of the Korean Gerontological Society 28(No. 4 2008): 969-989. (In Korean)
• Park, C., “Why do children transfer to their parents? Evidence from South Korea.” Review of Economics of the Household 12(2014): 461-485. [https://doi.org/10.1007/s11150-012-9173-6]
• Park, H-J., “Does filial piety still matter? A filiality-based perspective on intergenerational solidarity and cooperation.” Journal of Intergenerational Relationships 19(No. 1 2021): 78-91. [https://doi.org/10.1080/15350770.2021.1868232]
• Park, N. S., Jang, Y., Lee, B. S., Chiriboga, D. A., Chang, S., and Kim, S. Y., “Associations of a social network typology with physical and mental health risks among older adults in South Korea.” Aging & Mental Health 22(No. 5 2018): 631-638. [https://doi.org/10.1080/13607863.2017.1286456]
• Park, S., Kim, T-H., and Eom, T-R., “Impact of Social Network Size and Contact Frequency on Resilience in Community-Dwelling Healthy Older Adults Living Alone in the Republic of Korea.” International Journal of Environmental Research and Public Health 18(No. 11 2021): 6061. [https://doi.org/10.3390/ijerph18116061]
• Penninx, B. W., van Tilburg, T., Kriegsman, D., Deeg, D., Boake, A. J., and van Eijk, J. “Effects of social support and personal coping resources on mortality in older age: The Longitudinal Aging Study Amsterdam.” American Journal of Epidemiology 146(No. 6 1997): 510-519. [https://doi.org/10.1093/oxfordjournals.aje.a009305]
• Petersen, A., Schermuly, A., and Anderson, A., “Feeling less alone online: patients’ ambivalent engagements with digital media.” Sociology of Health and Illness 42(No. 6 2020): 1441-1455. [https://doi.org/10.1111/1467-9566.13117]
• Prendergast, D. (2005). Inheritance and the Korean family, In: From elder to ancestor, Leiden, The Netherlands: Brill: 146-163. [https://doi.org/10.1163/9789004213845_013]
• Roh, H. W., Lee, Y., Lee, K. S., Chang, K. J., Kim, J., Lee, S. J., Back, J. H., Chung, Y. K., Lim, K. Y., Noh, J. S., Son, S. J., and Hong, C. H., “Frequency of contact with non-cohabitating adult children and risk of depression in elderly: A community-based three-year longitudinal study in Korea.” Archives of Gerontology and Geriatrics 60(No. 1 2015): 183-189. [https://doi.org/10.1016/j.archger.2014.09.007]
• Sen, K., Prybutok, V., Prybutok, G., and Senn, W., “Mechanisms of social interaction and virtual connections as strong predictors of wellbeing of older adults.” Healthcare 10(No. 3 2022): 553. [https://doi.org/10.3390/healthcare10030553]
• Silverstein, M., Parrott, T. M., and Bengtson, V. L., “Factors that predispose middle-aged sons and daughters to provide social support to older parents.” Journal of Marriage and the Family 57(No. 2 1995): 465-475. [https://doi.org/10.2307/353699]
• Snell, K. D. M., “The rise of living alone and loneliness in history.” Social History 42(No. 1 2017): 2-28. [https://doi.org/10.1080/03071022.2017.1256093]
• Stickley, A., and Koyanagi, A., “Loneliness, common mental disorders and suicidal behavior: Findings from a general population survey.” Journal of Affective Disorders 197(2016): 81-87. [https://doi.org/10.1016/j.jad.2016.02.054]
• Stum M. S., “Families and inheritance decisions: Examining non-titled property transfers.” Journal of Family and Economic Issues 21(2000): 177-202. [https://doi.org/10.1023/A:1009478019537]
• Szydlik, M., “Generations: Connections across the life course.” Advances in Life Course Research 17(No. 3 2012): 100-111. [https://doi.org/10.1016/j.alcr.2012.03.002]
• Taylor, H. O., Taylor, R. J., Nguyen, A. W., and Chatters, L., “Social isolation, depression, and psychological distress among older adults.” Journal of Aging and Health 30(No. 2 2018): 229–246. [https://doi.org/10.1177/0898264316673511]
• Tomini, F., Groot, W., and Tomini, S. M., “Informal care and gifts to and from older people in Europe: The interlinks between giving and receiving.” BMC Health Services Research 16(No. 1 2016): 603. [https://doi.org/10.1186/s12913-016-1830-7]
• Yi, E. S., and Hwang, H. J., “A study on the social behavior and social isolation of the elderly Korea.” Journal of Exercise Rehabilitation 11(No. 3 2015): 125-32. [https://doi.org/10.12965/jer.150215]
• Yoo, J., “Is inheritance fair in South Korea? The difference in inheritance allocation according to birth order, gender, and caregiving contribution.” Asian Women 36(No. 1 2020): 1-23. [https://doi.org/10.14431/aw.2020.3.36.1.1]
• Yoon, S., and Cummings, S., “Factors protecting against suicidal ideation in South Korean community-dwelling older adults: A systematic literature review.” Journal of Gerontological Social Work 62(No. 3 2019): 279-305. [https://doi.org/10.1080/01634372.2018.1557310]