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Applying the theory of planned behavior in estate planning

delete2025-10-15
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PRE
AI
R
Robert J. Glew
E
Emilija Djurdjevic
J
Jing Jian Xiao
DOI:10.1108/ijbm-05-2025-0376delete
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Abstract

Abstract

En 中文
<jats:sec> <jats:title>Purpose</jats:title> <jats:p>The purpose of this study is to apply the theory of planned behavior (TPB) to better understand estate planning behavior.</jats:p> </jats:sec> <jats:sec> <jats:title>Design/methodology/approach</jats:title> <jats:p>Data are obtained from online surveys, collected at two points in time, including 261 participants in the United States. Structural equation modeling (SEM) is used to validate new measures.</jats:p> </jats:sec> <jats:sec> <jats:title>Findings</jats:title> <jats:p>First, data confirm the hypothesized factor structure for the TPB-based estate planning measures. Second, the SEM results support predicted positive relationships between attitude towards estate planning, estate planning perceived behavior control and behavioral intention to prepare an estate plan and between behavioral intention to prepare an estate plan and estate planning behavior.</jats:p> </jats:sec> <jats:sec> <jats:title>Originality/value</jats:title> <jats:p>First, this study creates a novel set of estate planning behavior related scales. Second, the study examines the relationships between estate planning factors associated with estate planning behavior, using the TPB.</jats:p> </jats:sec>
Keywords:
Theory of Planned Behavior
Estate Planning
Behavioral Intention
Structural Equation Modeling
Attitude Toward Behavior

Journal

International Journal of Bank Marketing cover
International Journal of Bank Marketing
IF:
6.9
Papers:
807
Citations:
5.3K

Organization

Bank of America cover
Bank of America
Scholars:
2
Papers: 2
Citations: 65
U
university of rhode island
Scholars:
730
Papers: 438
Citations: 1
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