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.
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.
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.