ON THE COVER: Dustin Sparks Photography
Financial advisor Scott
Moffitt has developed a
strategic vision to help
their children’s college
planning into the
ON THE COVER
CULTIVATING CLIENTS: millennials 24
How advisors are successfully using their baby boomer
clients to cultivate millennial relationships.
RUFADAA: The most important digital estate
planning law you’ve never heard of 28
If you think your clients have got this all handled because
somewhere — either on paper or digital form — they have
some master list of all their logins and passwords, think again.
By Daniel Williams