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April 2018

Cover Story

Estate Planning for Digital Assets: Understanding the Revised Uniform Fiduciary Access to Digital Assets Act and Its Implications for Planners and Clients

by I. Richard Ploss, J.D., CPA, CFP®, TEP
Property law now recognizes digital property as a property right, imposing an obligation on financial planners to consider digital assets as an integral part of clients’ estate and financial plans.


April 25, 2018: 2pm Eastern -- Journal in the Round: Estate Planning for Digital Assets

April contributors Richard Ploss and Michael A. Dribin discuss their articles on estate planning for digital assets, including both the fiduciary and practical aspects of advising clients in this new and dynamic area of the law and financial planning.

Practice Management

6 Things to Do Today to Improve Your Business

Compiled by FPA Staff
Prominent thought leaders in the business of financial planning offer six actionable ideas to boost your bottom line.


The Financial Implications of Cohabitation Among Young Adults

by Sonya Britt-Lutter, Ph.D., CFP®; Cassandra Dorius, Ph.D.; and Derek Lawson, CFP®
This study offers support that the traditional view of marriage is not sufficient for understanding the needs of today’s young couples.


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How Financial Advisers Can Master Multigenerational Planning
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The great multigenerational transfer of wealth is here, with more than $50 trillion in assets expected to change hands over the next 30 years. Check out this Forbes article with four actionable ways financial advisers can take to connect with their next generation of clients

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