Estate Taxes, Life Insurance, And Small Business

A-Tier
Journal: Review of Economics and Statistics
Year: 2001
Volume: 83
Issue: 1
Pages: 52-63

Authors (3)

Douglas Holtz-Eakin (not in RePEc) John W. R. Phillips (not in RePEc) Harvey S. Rosen (Princeton University)

Score contribution per author:

1.341 = (α=2.01 / 3 authors) × 2.0x A-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

Critics argue that the estate tax prevents the owners of family businesses from passing their enterprises to heirs because it is difficult to pay estate taxes without liquidating the business. Why don't owners purchase enough life insurance to meet their estate tax liabilities? We examine whether and how people use life insurance to deal with the estate tax. We find that, ceteris paribus, business owners purchase more life insurance than do other individuals. However, on the margin, their insurance purchases are less responsive to estate tax considerations, and they are less likely to have the wherewithal to meet estate tax liabilities out of liquid assets plus insurance. 2000 by the President and Fellows of Harvard College and the Massachusetts Institute of Technology

Technical Details

RePEc Handle
repec:tpr:restat:v:83:y:2001:i:1:p:52-63
Journal Field
General
Author Count
3
Added to Database
2026-01-29