[CB3] DEPRECATED - Tertiary Banner

Sophia Duffy Discusses Planning for Incapacity

Professor from The College pens column for Financial Advisor Magazine

cb15 resource post

Subscribe to Newsletter

Related Posts

Special Needs Planning Insights

December 11, 2023

Financial Advisor Magazine recently featured a column authored by The College’s own Sophia Duffy, J.D., CPA, AEP.

 In her recent article featured in Financial Advisor Magazine, Sophia Duffy, an assistant professor of business planning at The American College of Financial Services, discussed the effectiveness of tools such as revocable living trusts (RLTs) in planning as one ages.

Duffy compares the RLT to power of attorney (POA) and explains how RLTs can be even more effective than a durable POA.

Read on to learn more about this topic as Duffy enlightens readers to the usefulness of this tool!

Read More

Related Posts