February 2026: Estate Planning
COVER STORY
Demystifying Wills, Estates, and Taxes Across Country Borders
By Arielle Tucker, CFP®, EA, and Sasha Young, J.D.
In an ever-connected world, ensuring your clients’ estates are handled across country borders will help ensure you stay connected to the next generation.
Click HERE for the latest DIGITAL EDITION
LEGACY PLANNING
Estate Planning with Purpose
By Farah Baxter and Marsha Collins, CAIA
Take estate planning further with holistic legacy planning to help clients’ families understand the desired intention and message of their last wishes.
RISK MANAGEMENT & INSURANCE PLANNING
From Ashes to Advice: Counseling Clients Through Wildfire Loss
By Juan S. Sandoval; Lindsay Mapes; Charlotte Ingram; and Joseph W. Goetz, Ph.D.
As wildfires grow more frequent and costly, planners play a critical role in helping clients protect their wealth and peace of mind.
FPA NEXT GENERATION PLANNER
Forward Thinking
The Professional and Personal Power of Continuous Learning
By Lillian Turner, CFP®, CSLP, RLP
My Career Path
Nicholas Shaheen, CFP®, CIMA, on Learning, Leadership, and Client Impact
Skill Builder
The Present Bias Trap: Factors That Drive Time-Inconsistent Financial Behavior
By Editorial Staff
Planner Poll
The FPA Community Weighs in on the Hardest Part of Professional Growth
Planning a STUDY GROUP? Check out suggested questions and other resources to make your study group a success!
COLUMNS
Fintech
How Fintech Can Help Advisers Make Estate Planning More Meaningful for Clients
By Matt Wilson
Make estate planning an interactive, educational process to strengthen family relationships and prepare clients for multi-generational wealth transfer.
Human Capital
Building a Culture of Accountability and Clear Responsibilities in a Growing RIA
By Cameron Logar, CRPC, CPTD
Accountability at every level of a firm’s staff is important in building a culture where people step up.
RESEARCH
Retirement Savings Heuristics and Perceptions of Retirement Income Adequacy
By Stuart Heckman, Ph.D., CFP®, CFA; J. Michael Collins, Ph.D.; Sonya Lutter, Ph.D., CFP®, LMFT; Emily Koochel, Ph.D., AFC, CFT, BFA; and Tairsa Mathews, CFP®
While clients appreciate being informed, retirement preparation can leave many feeling overwhelmed. This study suggests a simple heuristic model for showing clients how well they are saving toward their retirement goals.
VIDEO: BEHIND THE RESEARCH
DEPARTMENTS
STARTING THOUGHTS
Meeting Clients Where They Are
By Danielle Andrus
OBSERVER
Estate Planning and Mental Peace, Estate Planning and AI
Stat Bank
JFP ACADEMICS
Behind the Research | Upcoming Research
IN CASE YOU MISSED IT
From Risk Tolerance to Portfolio Choice: Insights from a Targeted High-Income Sample
By John Grable, CFP®, Ph.D., and Swarn Chatterjee, Ph.D.
Just because someone says they’re willing to take on risk doesn’t mean that they actually do so. This study examines the dual role of financial capacity and psychological willingness to take risks in describing investment behavior.
Click HERE to access Journal of Financial Planning ARCHIVES
