Journal of Financial Planning: August 2024 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 Related Events 2025 FPA DFW Conference Thu, Feb 13, 2025 Irving Convention Center 2025 FPA Puget Sound Symposium Thu, May 8, 2025 Seattle Convention Center I Summit