Material inheritance transmission by older childless Portuguese adults

Abstract

Purpose

Material inheritance transmission is a normative task in later life that has been scarcely studied, particularly when involving older childless adults. This study aims to deepen the knowledge about the transmission of material inheritances by older (65+ years) childless Portuguese adults.

Design/methodology/approach

This qualitative exploratory study comprises 43 participants. A semi-structured interview was administered and submitted to content analysis.

Findings

Material inheritance transmission involves precipitant events (realizing they will not have children), deciding on content and moment (what and when), planning (getting legal advice, making a will and preventing family conflicts), distributing (usually based on values of reciprocity and strategic exchange) and resolution (marked by conflict).

Originality/value

Material inheritances have been mostly studied from economic and legal perspectives. This research examines material inheritances transmissions within family dynamics, showing that older childless individuals seem to use material inheritances in a strategic exchange way, to ensure they will be well cared for in old age.

Citation

Silva, D., Patrão, M. and Sousa, L. (2024), "Material inheritance transmission by older childless Portuguese adults", Working with Older People, Vol. 28 No. 4, pp. 428-437. https://doi.org/10.1108/WWOP-02-2024-0011