Journal of Financial Planning: August 2024 Click HERE to read this article in the DIGITAL EDITION. Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: August 2024 August 2024 More from this issue What Beneficial Ownership Means for Small-Biz Clients By Bobbie Turner August 2024 The Strategic Role of Revocable Trusts in Business Succession By Anne Rhodes August 2024 August 2024: Observer By Journal Staff August 2024