Journal of Financial Planning: February 2023 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: February 2023 February 2023 More from this issue Helping Hands: Advising Divorced and Divorcing Clients By Danielle Andrus February 2023 Danielle Miura on Caring for Others By Journal Staff February 2023 How Portability Can Be an Impactful Estate Planning Strategy By Philip Herzberg, CFP®, CDFA, CTFA, AEP February 2023 Related Events 2025 FPA Houston Symposium Tue, Sep 23, 2025 - Tue, Sep 23, 2025 The Junior League
How Portability Can Be an Impactful Estate Planning Strategy By Philip Herzberg, CFP®, CDFA, CTFA, AEP February 2023