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April 2014



Cover Story​

How to Protect and Help Clients with Diminished Capacity
by Sandra D. Adams, CFP®; and Peter A. Lichtenberg, Ph.D., ABPP
Separate work done on financial capacity and elder justice led these authors to create an integrated, conceptual model to help planners determine if a client’s decision is an authentic and capable one.

Practice Management

Understanding Proposed Legislation for Digital Assets

by William Bissett, CFP®; and David Kauffman, J.D., CFP®

The Fiduciary Access to Digital Assets Act is a possible game-changer when it comes to the estate planning of online accounts.


Lifetime Expected Income Breakeven Comparison between SPIAs and Managed Portfolios

by Larry R. Frank Sr., CFP®; John B. Mitchell, D.B.A.; and Wade D. Pfau, Ph.D., CFA
This research shows that assets should be retained and managed in the markets longer than conventional wisdom suggests before the purchase of a SPIA.