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