Doctoral Dissertation Research: Financial and Legal Planning of Elders

老年人护理的私有化大大加重了老年人的经济负担。没有足够的社会和家庭支持，许多老年人在规划晚年护理时求助于金融和法律的手段。这篇博士论文研究探讨老年人如何导航，参与，并重塑金融和法律的设置，因为他们进行晚年规划。除了支持人类学研究生在实证数据收集和分析的方法的培训，这项研究为政府官员，老年法律从业者，照顾者，社会工作者，老年学家和研究人员提供了有价值的信息，以了解老龄化的经验是如何与金融和法律的网络交织在一起的。这项研究的结果将有助于利益相关者和官员了解老年人如何制定战略，为老年人提供更负担得起、更具包容性和公平的护理。通过在非学术场所传播该项目的研究结果，这项研究将促进公众了解晚年幸福的意义以及全球人口老龄化所面临的挑战。研究人员问什么样的影响队列的社会政治经验对老年人的看法和参与与法律的和金融机构，以及什么样的理解机构的权力和晚年的福祉出现作为老年人与官方和非官方的法律的和金融环境的互动。研究方法包括参与观察、半结构式访谈、生活史、档案研究等。从人种学的角度来看，研究人员将观察不同年龄组的老年人如何在公证处、财务咨询公司、遗嘱登记中心和退休住所等不同地点做出晚年财产安排和健康相关决定。该项目不仅揭示了社会，金融和法律的部门之间的关系，塑造晚年护理的看法，但也揭示了根深蒂固的法律的，金融和亲属网络的假设和信念的多方面性质。此外，它产生了一个新的理解，老年人如何重新配置和共同构建法律的和金融环境，通过他们的日常实践。这个奖项反映了NSF的法定使命，并已被认为是值得通过使用基金会的智力价值和更广泛的影响审查标准进行评估的支持。

The privatization of eldercare has greatly aggravated the financial burden of elders. Without adequate social and familial support, many elders turn to financial and legal instruments as they plan for their late-life care. This doctoral dissertation research investigates how older adults navigate, engage with, and reshape financial and legal settings as they conduct late-life planning. In addition to supporting the training of a graduate student in anthropology in the methods of empirical data collection and analysis, this research yields valuable information for government officials, elder law practitioners, caretakers, social workers, gerontologists, and fellow researchers to understand how aging experiences are intertwined with financial and legal networks. The findings of this research will help stakeholders and officials understand how elders develop strategies to build more affordable, inclusive, and equitable care for older adults. By disseminating findings from this project in non-academic venues, this research will facilitate public understanding of the meaning of late-life well-being and challenges faced by expanding aging population globally. The researcher asks what impacts cohort sociopolitical experiences have on older adults’ perception and engagement with legal and financial institutions, and what kind of understandings of institutional power and late-life well-being emerge as elders interact with official and non-official legal and financial settings. The research methods consist of participant observation, semi-structured interviews, life histories, and archival research. Ethnographically, the researcher will observe how distinct cohorts of elders make late-life property arrangements and health-relevant decisions at various sites including notary offices, financial consultancy, will registration centers, and retirement residences. This project not only sheds light on the multifaceted nature of the relationship between social, financial, and legal sectors that shape perceptions of late-life care but also reveals the assumptions and beliefs about older adults ingrained within the legal, financial, and kinship networks. Moreover, it generates a novel understanding of how elders reconfigure and co-construct legal and financial settings through their daily practices.This award reflects NSF's statutory mission and has been deemed worthy of support through evaluation using the Foundation's intellectual merit and broader impacts review criteria.