Presentations & Publications

Publications

Lian, Z. & Kalousová, L. (2026). Later-Life Friendship in Advance Care Planning: Variation by Marital Status and Gender. Research on Aging.

Abstract

Friendship is an understudied social context in research on advance care planning (ACP). Using data from the Health and Retirement Study (2018-2020), we examine the associations between the quality and quantity of friendships and older adults’ engagement in advance directives (AD) and end-of-life (EOL) discussions. Multivariable logistic regressions show that having any friends is associated with greater odds of AD and EOL discussions. Number of close friends and emotional support are positively associated with AD only. Marital status and gender, both independently and jointly, moderate the associations between friendship predictors and ACP. The positive association between emotional support from friends and EOL discussions is more pronounced among never married men, compared to both married individuals and never married women. These findings highlight friendship as a salient social context associated with ACP engagement, particularly among never married men.

Ross, C., Ratangee, B., Schuler, E., Lian, Z., Damul, B., Carr, D., Kalousová, L. (2025).  Black and White Older Adults’ End-of-Life Experiences: Does Hospice Use Mitigate Racial Disparities? The Journals of Gerontology: Series B:gbaf137.

Abstract

Objectives

Racial disparities in end-of-life care are well documented, but less is known about how these inequalities shape assessments of death quality. This study examines Black–White differences in two core dimensions of proxy-reported end-of-life experience: perceived death quality and perceived care concordance. We also assess whether hospice care moderates racial differences in death quality outcomes.

Methods

Data are from the Health and Retirement Study (HRS) Core and Exit Interviews conducted between January 2018 and September 2023. Our analytic sample included 2,498 decedents (450 Black, 2,048 White). Multivariable OLS and logistic regression models are used to estimate the associations between race, hospice use, and our two end-of-life experience outcomes.

Results

Proxies for Black decedents reported higher perceived death quality than those for White decedents, despite evidence of greater structural disadvantage. However, perceived care concordance was significantly lower among Black decedents. Hospice care was associated with improved perceived death quality for Black decedents but not for Whites. When accounting for socioeconomic and death experience controls, hospice care did not moderate perceived care concordance.

Discussion

Our findings highlight the importance of considering expectations, context, and reference group comparisons when interpreting subjective end-of-life measures. Expanding equitable access to high-quality hospice care may help reduce persistent racial disparities, but interventions must also address how care is experienced, evaluated, and aligned with individual preferences.

Presentations

Ross, C., Mahmoud, K., Carr, D., Kalousová, L. (2026). An Exploration of Racial Difference in Death Quality Outcomes Using Data from NHATS and HRS. Accepted for a flash oral presentation at the upcoming Population Association of America 2026 Annual Meeting, St. Louis, MO, USA.  

Abstract

Due to limited data availability on end-of-life experiences, particularly for minority populations, analysis of racial differences in end-of-life health disparities is challenging. Using pooled data from the National Health and Aging Trends Study (n=3,116) and the Health and Retirement Study (n=2,863), this study examines racial and ethnic disparities in end-of-life care quality among older adults. We analyze proxy-reported end-of-life outcomes including overall care quality, symptom management, and healthcare encounters. Bivariate analyses reveal lower overall care quality ratings, lower care autonomy, and lower rates of having their healthcare wishes met for Hispanic and Black decedents compared to non-Hispanic Whites. However, proxies for Hispanic and Black decedents report higher overall death quality scores than proxies for non-Hispanic Whites. We also find no significant differences by nativity status. These findings highlight the complexity of racial disparities in death quality and show a need for increased research in this area of health disparities.   

Ross, C., Mahmoud, K., Lian, Z., Carr, D., ​Kalousová, L. (2026). Who Benefits from the Shift to Dying at Home? Racial and Socioeconomic Inequities in Place and Quality of Death, 1992–2022. Accepted for a poster presentation at the upcoming Population Association of America 2026 Annual Meeting, St. Louis, MO, USA.  

Abstract

Using three decades of Health and Retirement Study exit interviews (N=16,794), we examine trends in place of death from 1991-2023. Additionally, we assess how death location affects proxy-rated measures of death quality across racial/ethnic and socioeconomic groups. Since 1991, rates of hospital deaths have declined while nursing home and home deaths have increased, with lower-wealth decedents experiencing lower rates of home deaths and higher rates of nursing home deaths. Multivariate analyses reveal hospital deaths are associated with lower death quality compared to home deaths, even after controlling for care context. Nursing home deaths show smaller associations that become non-significant when accounting for care context. Racial disparities in death quality were minimal, but the negative effect of hospital death is less severe for the highest wealth quartile. Findings suggest deaths occurring in nursing homes may be more sensitive to the care context and specific circumstances surrounding the death experience.

Zhang, Z., Ratangee, B., Carr, D., Kalousová, L. (2026). Advance Care Planning and Mental Health After Loss: Evidence from Surviving Spouses. Accepted for a flash oral presentation at the upcoming Population Association of America 2026 Annual Meeting, St. Louis, MO, USA.  

Abstract

The death of a loved one is a major life stressor with lasting effects on survivors’ mental health. Although advance care planning (ACP) is promoted to improve end-of-life care and ease burdens on families, little is known about its implications for surviving spouses’ well-being. Using data from the Health and Retirement Study (2000 to 2022), we examine whether deceased partners’ ACP, measured through living wills and durable power of attorney for healthcare (DPAHC), is associated with depressive symptoms among 3,482 surviving spouses. Multivariable analyses show that having a spouse who completed any ACP is linked to significantly lower depressive symptoms following the loss. Both living wills and DPAHC independently predict lower depression scores, although effects weaken two to four years after death. Results do not vary by the survivor’s gender, race or ethnicity, or education. Findings suggest that ACP provides meaningful psychological benefits for surviving spouses and should be viewed as a family-level process.   

Schuler, E., Koch, S., Wilson, N., Lian, Z., Ross, C., Zhang, Z., Kalousová, L., Carr, D. (2026). Conceptualizing a “Lifetime of Inequity:” Physician Perspectives of Racial Disparities in End-of-Life Care and Caregiver Perspectives of End-of-Life Care Barriers. Oral presentation at the 2026 Colloquium on Qualitative Health Sciences Research, Oklahoma City, OK, USA.

Abstract

Racial disparities in end-of-life (EOL) care are well-documented. However, little is known about how physicians interpret and explain EOL care disparities, and whether these interpretations align with patients’ and families’ experiences. Drawing on a series of focus groups with physicians who routinely provide care at the end-of-life and Black and White caregivers of recently deceased older adults, we examine how physicians interpret EOL care disparities and compare these perspectives with caregiver-reported care barriers. Our analysis reveals that, while physicians often pointed to the long history of healthcare marginalization of Black Americans, many were unaware of contemporary racial EOL care disparities, and instead believed that broader disparities in socioeconomic status would be responsible for any unmet care needs. Meanwhile, caregivers consistently emphasized informational barriers to care, and believed that cost was not a major barrier to accessing care due to Medicare coverage. Black caregivers faced the added burden of negotiating trust between themselves, their loved ones, and their care providers. Together, findings suggest that physicians’ misinterpretation of the barriers faced by their patients may exacerbate informational and interpersonal barriers to care.

Lian, Z. & Kalousová, L. (2025). Friendship and End-of-Life Discussions among Older Adults: Moderating Effects of Marital Status and Gender. Oral presentation at the Gerontological Society of America 2025 Annual Meeting, Boston, MA, USA.  

Abstract

Sharing healthcare preferences with others reduces the likelihood of unwanted treatments at the end-of-life (EOL), a key indicator of a “good death.” Spouses and other romantic partners are key facilitators of EOL planning decision-making, but little is known about the role of broader social networks, which may be particularly important for people who are single in the final years of their lives. This study investigates the association between emotional support from friends, friendship network size, and informal and formal EOL planning using data from the 2018 and 2020 waves of the Health and Retirement Study (HRS)—a nationally representative sample of U.S. older adults (N=4,728). We use multivariable logistic regression models and evaluate how the associations vary by gender and marital status. Our findings reveal that emotional support from friends is differentially related to older adults’ engagement in EOL conversations. Among married, partnered, or previously married individuals, support from friends has no statistically significant effect on the likelihood of EOL discussion. We find evidence of moderation by marital status and gender. Older men with low emotional support are 68 percent less likely to engage in EOL discussions compared to those with high levels of support. Never married older men with strong emotional support from friends are as likely to have had informal EOL conversations as their married/partnered counterparts. These findings contribute to the literature by highlighting the critical role of high-quality friendships in EOL preparations for never married men.  

Zhang, Z. & Kalousová, L. (2025). The Role of Relationship Biography in Advance Care Planning Among Older Adults. Oral presentation at the Gerontological Society of America 2025 Annual Meeting, Boston, MA, USA.  

Abstract

As individuals approach end-of-life, advance care planning (ACP) becomes a critical aspect of personal and familial well-being. Prior research on ACP focuses on static marital status—such as whether an individual is currently married, divorced, or widowed—as predictors of ACP behaviors. However, this approach overlooks the cumulative and dynamic nature of relationship histories, leaving a critical gap in understanding how one’s full relationship trajectory shapes end-of-life decision-making. Guided by a gendered life course perspective, this study addresses this gap by examining how relationship trajectories shape three ACP dimensions: living wills, durable power of attorney for healthcare (DPAHC), and end-of-life discussions. Using data from the 2020 Health and Retirement Study (HRS), a nationally representative longitudinal survey of older Americans, we trace individuals’ relationship histories and assess their associations with ACP behaviors, with attention to gender differences. Multivariable logistic regression results show that, compared to those continuously married, older adults who are partnered, widowed, or unmarried after multiple disruptions are more likely to have a living will. Similarly, the divorced, widowed, and those unmarried after two or more disruptions have higher odds of naming a DPAHC. For end-of-life discussions, only one group significantly differs from the continuously married: individuals remarried after two or more disruptions have higher odds of having these conversations. We detect modest gender differences in these patterns. This study advances research on the social determinants of ACP and life course perspectives by demonstrating that relationship histories play a crucial role in shaping individuals’ preparedness for life’s final chapter.   

Ross, C., Kalousová, L., Zhang, Z., Carr, D. (2025). Evaluating Structural and Individual-Level Influences on Black and White Older Adults’ End-of-Life Treatment Preferences. Paper presentation at the 120th American Sociological Association Annual Meeting, Chicago, IL, USA.

Abstract

Black older Americans are more likely to desire and receive aggressive medical treatments at the end of life, relative to their white counterparts. This disparity is usually attributed to individual or cultural factors, such as family decision making strategies and spiritual beliefs. These explanations fail to consider prior experiences with healthcare providers and healthcare system earlier in the life course, which are likely to shape decision-making at the end-of-life. This study uses the 2018 wave of the Health and Retirement Study experimental module, which collected data on end-of-life preferences from a subset of the core sample. We use multinomial regression models and Kitagawa-Oaxaca-Blinder decomposition to evaluate the relative contributions of individual characteristics and prior experiences of healthcare marginalization on treatment preferences. After controlling for covariates, we find that perceived health care discrimination accounts for significant differences between Black and White American’s preferences for wanting more aggressive treatments. Our study provides compelling novel evidence that preferences for care at the end-of-life are shaped both by individual characteristics and experiences of structural exclusion over the life course.

Lian, Z. & Kalousová L. (2025). Friendship and End-of-Life Discussions among Older Adults: Moderating Effects of Marital Status and Gender. Roundtable Discussion at the 120th American Sociological Association Annual Meeting, Chicago, IL, USA. 

Abstract

Sharing healthcare preferences with others reduces the likelihood of unwanted treatments at the end-of-life (EOL), a key indicator of a “good death.” Spouses and other romantic partners are key facilitators of EOL planning decision-making, but little is known about the role of broader social networks, which may be particularly important for people who are single in the final years of their lives. This study investigates the association between emotional support from friends, friendship network size, and informal EOL planning using data from the 2018 and 2020 waves of the Health and Retirement Study (HRS)—a nationally representative sample of U.S. older adults (N=4,728). We use multivariable logistic regression models and evaluate how the association vary by gender and marital status. Our findings reveal that emotional support from friends is differentially related to older adults’ engagement in EOL conversations. Among married, partnered, or previously married individuals, support from friends has no statistically significant effect on the likelihood of EOL discussion. We find evidence of moderation by marital status and gender. Older men with low emotional support are 68% less likely to engage in EOL discussions compared to those with high levels of support. Never married older men with strong emotional support from friends are as likely to have had informal EOL conversations as their married/partnered counterparts. These findings contribute to the literature by highlighting the critical role of high-quality friendships in EOL preparations for never married men.

Zhang, Z. & Kalousová, L. (2025). The Role of Relationship Biography in Advance Care Planning Among Older Adults. Roundtable Discussion at the 120th American Sociological Association Annual Meeting, Chicago, IL, USA.

Abstract

Advance care planning (ACP) is essential for ensuring a good death, characterized by minimal distress and alignment with the patient’s and family’s wishes. Despite the critical nature of ACP, significant gaps in engagement remain among older adults in the United States, with less than half having completed necessary legal documents or discussed their medical preferences in depth. This study explores how dynamic relationship histories throughout the life course, rather than static marital status, influence ACP behaviors such as the completion of living wills, the designation of durable powers of attorney for healthcare, and participation in end-of-life discussions. Employing a gendered life course perspective, we analyze data from the Health and Retirement Study to examine the cumulative effects of relationship trajectories on ACP engagement and how these effects vary by gender. Our findings suggest that relationship history is a significant, though previously underexamined, social determinant of ACP, offering new insights into the life course factors that shape end-of-life planning.

Ross, C., Ratangee, B., Schuler, E., Lian, Z., Damul, B., Carr, D., Kalousová, L. (2025). Black and White Older Adults’ End-of-Life Experiences: Does Hospice Use Mitigate Racial Disparities?. Oral presentation at the 4th International Research Seminar EAPC Reference Group on Public Health and Palliative Care, Victoria, BC, Canada.

Abstract

Background/Context:

Black Americans have long faced structural barriers in accessing high-quality hospice care, often resulting in poorer death quality compared to their White counterparts. While previous research has established the presence of racial inequalities in healthcare access, limited studies have explored how these disparities manifest in death quality and how these death experiences relate to assessments of death quality.

Objectives/Purpose:

This study investigates how the COVID-19 pandemic affected death quality and whether these impacts differed for White and Black decedents. We also evaluate the extent to which hospice and palliative care moderated these associations. Specifically, we hypothesized that pandemic-related disruptions in care led to poorer death quality, with more pronounced effects for Black decedents, and that the presence of hospice or palliative care would moderate these negative outcomes.

Research Approach:

Data are from the Health and Retirement Study (HRS) Core and Exit Interviews conducted between January 2018 and September 2023. Our analytic sample included 2,498 decedents (450 Black, 2,048 White). Multivariable OLS and logistic regression models were used to estimate the associations between race, hospice use, and our two EOL experience outcomes.

Relevance:

Proxies for Black decedents reported higher perceived death quality than those for White decedents, despite evidence of greater structural disadvantage. However, perceived care concordance was significantly lower among Black decedents. Hospice care was associated with improved perceived death quality for Black decedents but not for Whites. When accounting for socioeconomic and death experience controls, hospice care did not moderate perceived care concordance. Our findings highlight the importance of considering expectations, context, and reference group comparisons when interpreting subjective EOL measures. Expanding equitable access to high-quality hospice care may help reduce persistent racial disparities, but interventions must also address how care is experienced, evaluated, and aligned with individual preferences.

Originality:

This study is among the first to use HRS data to assess subjective death quality through proxy-reported evaluations and investigate differences in death quality based on race. It provides novel insights into the relationship between race, healthcare utilization, and subjective death quality experiences.

Relevance to Conference Theme:

By investigating the impact of hospice care on death quality this study aligns with the conference theme. Our findings demonstrate the necessity of targeted interventions to reduce health disparities and ensure high-quality, patient-centered care for all populations.

Funding: The Robert Wood Johnson Foundation Evidence for Action Grant.

Schuler, E., Damul, B., Ratangee, B., Lian, Z., Ross, C., Carr, D., Kalousová, L. (2025). Diverging Perspectives: How Informal Caregivers and Physicians Understand Barriers to End-of-Life Care. Oral presentation at the 4th International Research Seminar EAPC Reference Group on Public Health and Palliative Care, Victoria, BC, Canada.

Abstract

Background/Context: Despite the expansion of end-of-life services in the United States, there remains an unmet need among older adults for advance care planning (ACP) and hospice. Prior literature has identified inadequate end-of-life counseling and limited ACP education as barriers to end-of-life planning and decision-making. This work has failed to investigate how physicians’ and caregivers’ perceptions of care barriers translate to unmet needs for ACP and end-of-life services. Moreover, patient-physician communication may be complicated by the emotional toll of care at the end of life, which may exacerbate discrepancies in perspectives.

Objectives/Purpose: To assess the perceptions of barriers to end-of-life care by physicians and informal caregivers of recent decedents and examine the implications of the potential differences in these perspectives on care delivery. 

Research Approach: We conducted three focus groups with physicians who routinely provide care at the end of life and two focus groups with former informal caregivers of recent decedents. We recruited participants through in-person flyers, social media advertisement, and partnerships with local social service organizations. Physician focus groups were conducted over Zoom, while caregiver focus groups were conducted in-person. All groups were led by a trained focus group leader, audio-recorded, and professionally transcribed. Data was analyzed using NVivo with a constructivist grounded theory approach. 

Results: Physicians and caregivers held differing perspectives on the barriers to end-of-life care, with physicians emphasizing cost as a significant barrier for patients, overlooking the interpersonal and informational barriers most commonly reported by caregivers. Physicians did not evaluate similarly the quality of interactions about end-of-life care, with caregivers reporting dissatisfying experiences and a lack of attention to the emotional toll they experienced. These misaligned perspectives regarding the quality of end-of-life care interactions prevented patients and caregivers from pursuing or enacting ACP, and sometimes led to the provision of care that caregivers believed was not concordant with their loved ones’ wishes.

Relevance: Insights from this study will guide future policy recommendations to reduce barriers to end-of-life care that may be driving unmet needs in advance care planning and hospice use. 

Originality: This study is among the first to directly contrast physician and caregiver perspectives on barriers to end-of-life care and reveals how misalignment in perceived obstacles can disrupt care planning and delivery. Our study directly compares the perspectives of healthcare providers and caregivers, identifies points of divergence in their perceptions, and assesses the implications of this misalignment on ACP and end-of-life care. 

Culturally Sensitive Palliative Practices: Culturally sensitive palliative care must consider experiences of healthcare marginalization and barriers to care to ensure that all patients receive compassionate, goal-concordant care at the end of life.  

Funding: The Robert Wood Johnson Foundation Evidence for Action Grant.

Kalousová, L., Ross, C., Lian, Z., Carr, D. (2025). Change in Racial Disparities in End-of-Life Quality and Advance Care Planning: After the 2016 Medicare Incentive Reform. Paper Presentation at the Population Association of America Annual Meeting, Washington, DC, USA.

Abstract

Patients who engage in advance care planning (ACP) are able to better communicate their end-of-life treatment preferences and help ensure that they experience a death that is aligned with their wishes. However, there are stark racial disparities in the use and effectiveness of ACP leading to lower-quality deaths for Black and Hispanic Americans. In 2016 the Centers for Medicare and Medicaid Services (CMS) began reimbursement for physicians discussing ACP with their patients. Using HRS core and exit survey data, this study investigates whether these policy changes led to a change in racial disparities in end-of-life quality and planning. We found that race disparities in ACP were large and remained large throughout the 2012-22 study period. Surprisingly, we found that racial disparities in death quality increased after the implementation of the 2016 Medicare policy. We discuss study implications for policy, practice, and research.