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These data are part of NACJD's Fast Track Release and are distributed as they were received from the data depositor. The files have been zipped by NACJD for release, but not checked or processed except for the removal of direct identifiers. Users should refer to the accompanying readme file for a brief description of the files available with this collection and consult the investigator(s) if further information is needed.

Drawing on the principles of Whole Person Dementia Assessment (Mast, 2011) and Appelbaum and Grisso's (1988) decision-making model, this project developed a tool, the Lichtenberg Financial Decision Rating Scale (LFDRS). The conceptual model for the LFDRS questionnaire integrates the measurement of contextual variables with financial capacity assessment. The purpose of the study was to establish reliability and validity of the LFDRS and to collect data on normative financial decision-making by older adults.

The researchers posited that as financial exploitation of older adults increases, investigation and prosecution of these cases remains difficult for criminal justice professionals who must balance protection of older adults with their right to autonomy; and that both under and over-protection of older adults can lead to damaging consequences. The project goal was to develop a set of new financial decision-making screening and comprehensive measures for criminal justice professionals and non-criminal justice professionals to aid in detecting and prosecuting financial exploitation of older adults. The LFDRS (described above) is meant to be used by mental health professionals, specially trained in assessment of older adults. In addition, the researchers developed a 10-item screening tool, the Lichtenberg Financial Decision Screening Scale or Short Scale (LFDSS), that was tested by multiple professionals working in diverse settings (e.g., APS workers, elder law attorneys, law enforcement personnel).

Family members are another group that are often aware of an older adult's vulnerability to financial exploitation and therefore, the researchers developed the Lichtenberg Financial Decision Rating Scale -- Family and Friends version (LFDRS - Family and Friends also known as the LFDRS Informant) to allow concerned professionals to interview confidantes of older adults to help measure financial capacity of a loved one. This tool may be particularly useful for Adult Protective Services to interview multiple people regarding their concerns about an older adult.

The collection contains 3 SPSS data files:

• LFDRS-Data-for-ICPSR.sav (200 cases, 109 variables)
• LFDRS_Informant-Data-for-ICPSR.sav (150 cases, 45 variables)
• LFDSS_Screener-Data-for-ICPSR.sav (213 cases, 24 variables)

The Hispanic EPESE provides data on risk factors for mortality and morbidity in older Mexican Americans in order to contrast how these factors operate differently than in non-Hispanic Whites, African Americans, and other major ethnic groups.

The Wave 9 dataset comprises the eighth follow-up of the baseline Hispanic Established Populations for the Epidemiologic Studies of the Elderly, 1993-1994: [Arizona, California, Colorado, New Mexico, and Texas] (ICPSR 2851). The baseline Hispanic EPESE collected data on a representative sample of community-dwelling Mexican Americans, aged 65 years and older, residing in the five Southwestern states of Arizona, California, Colorado, New Mexico, and Texas.

The public-use data covers demographic characteristics (age, sex, type of Hispanic race, income, education, marital status, number of children, employment, and religion), height, weight, social and physical functioning, chronic conditions, related health problems, health behaviors, self-reported use of dental, hospital, and nursing home services, and depression. Subsequent follow-ups allow examination of the predictors of mortality, changes in health outcomes, institutionalization, changes in living arrangements, as well as changes in life situations and quality of life.

During this 9th Wave (Dataset 1), 2016, 480 re-interviews were conducted either in person or by proxy, with 283 of the original respondents interviewed in 1993-1994. This Wave also includes 197 re-interviews from the 902 new respondents added at Wave 5 in 2004-2005. All respondents were aged 85 and over at Wave 9.

The Wave 9 Informant Interviews dataset (Dataset 2) includes data from interviews with 460 respondents who provided information on themselves as well as the older respondents. The older respondents were asked to provide the name and contact information of the person they are "closer to" or they "depend on the most for help." These INFORMANTS, many of whom provide caregiving support to the older respondents, were contacted, and interviewed regarding the health, function, social situation, finances, and general well-being of the older Hispanic EPESE respondents. Information was also collected on the informant's health, function, and caregiver responsibilities and burden. This dataset includes information from the 460 informants, more than two-thirds of whom were children of the respective respondents. Thus, there are 460 respondent-informant dyads that provide opportunities for caregiving research.

The National Health and Aging Trends Study (NHATS) began in 2011 and fosters research to guide efforts to reduce disability, maximize health and independent functioning, and enhance quality of life at older ages. NHATS aims to provide the basis for understanding trends in late-life functioning, how these differ for various population subgroups, and the economic and social consequences of aging and disability for individuals, families, and society.

NHATS gathers information on a nationally representative sample of Medicare beneficiaries ages 65 and older. The sample is refreshed periodically so that researchers may study national-level disability trends as well as individual trajectories. Annual, in-person interviews collect detailed information on the disablement process and its consequences.

The NHATS interview is guided by a conceptual framework that recognizes physical and cognitive capacity is distinct from the environment in which activities take place. Among the specific content areas included are: the physical, social, technological and service environment, physical and cognitive capacity, use of assistive devices and rehabilitation, help received with daily activities (self-care, household, and medical), participation in valued activities, and wellbeing. A last month of life interview focuses on quality of end of life care. Periodically caregivers of NHATS respondents are interviewed in the supplemental National Study of Caregiving (NSOC). Linkages to Medicare records are also available.

Content was developed by a multidisciplinary team of researchers from the fields of demography, geriatric medicine, epidemiology, health services research, economics, and gerontology. NHATS is being led by the Johns Hopkins University Bloomberg School of Public Health in collaboration with the University of Michigan, with data collection by Westat, and support from the National Institute on Aging.

The PSID is the world's longest-running nationally representative household panel survey. With over 50 years of data on the same families and their descendants, the PSID is a cornerstone of the data infrastructure for empirically based social science research in the U.S. PSID gathers data on the family as a whole and on individuals residing within the family, emphasizing the dynamic and interactive aspects of family economics, demography, and health. PSID data were collected annually from 1968-1997 and biennially after 1997.

In the Main Interview, one person per family is interviewed on a regular basis. Information about each family member is collected, but much greater detail is obtained about the reference person and, if married/cohabitating, the spouse or long-term cohabitor. Survey content changes to reflect evolving scientific and policy priorities, although many content areas have been consistently measured since 1968. Information includes employment, income, wealth, expenditures, time use, health, dementia screener, insurance, education, marriage, childbearing, philanthropy, and numerous other topics. Additional types of PSID data are available only under a restricted contract. These include but are not limited to: geospatial data below the level of state; mortality data; Medicare claims; and educational characteristics from the National Center for Education Statistics.

With low attrition and high success in following young adults as they form their own families, the sample size has grown from roughly 5,000 families in 1968 to more than 9,000 families and 24,000 individuals by 2021. Over the course of the study, the PSID has distributed data on more than 84,000 individuals. The long panel, genealogical design, and broad content of the data offer unique opportunities to conduct generational and life-course research.

The PSID now contains thousands of inter- and intragenerational relationships over 50 years of data, including (as of the 2021 wave):

• "Paired" generational relationships, with each family in the pair providing independent interviews
  • Parent-Adult Child pairs: ~4,300
  • Sibling pairs: ~5,200
  • Cousin pairs: ~5,400
• "Tripled" generational relationships, with all three generations providing independent interviews
  • Grandparent-Parent-Adult Child triplets: ~1,000

For information about earlier data collections, see Panel Study of Income Dynamics (PSID): Main Interview, 1968-2015.

In 2021, the main interview was updated to include questions about the impacts of the COVID-19 pandemic, including: loss of earnings, US government stimulus payments, charitable giving, participants' exposure to COVID-19, and vaccination status.

The Wisconsin Longitudinal Study (WLS) is a long-term study of a random sample of 10,317 men and women who graduated from Wisconsin high schools in 1957. The WLS provides an opportunity to study the life course, intergenerational transfers and relationships, family functioning, physical and mental health and well-being, and morbidity and mortality from late adolescence through 2025. WLS data also cover social background, youthful aspirations, schooling, military service, labor market experiences, family characteristics and events, social participation, psychological characteristics and retirement.

Survey data were collected from the original respondents (the graduates) in 1957, 1964, 1975, 1992, 2004, 2011, 2020 and 2022; from their parents in 1957 and 1964; from a selected sibling in 1977, 1994, 2005, 2011, 2020 and 2022; from the spouse of the original respondent in 2004; and from the spouse of the selected sibling in 2006.

The collection of cognitive function data among graduates and siblings under the ILIAD study (MPIS: Sanjay Asthana, Michal Engelman, and Pamela Herd) began in 2020 to measure risk and resilience of Alzheimer's disease and related dementia (ADRD) as the cohort reaches their 80s. Data from 2020 and 2022 have been released, and 2025 and 2027 wave releases are forthcoming.

The WLS also has extensive administrative linkages, including with the 1940 and 1950 census, Social Security records, voting participation, and Medicare claims data.