"Financial planning" can mean a lot of things but Steven Jarvis and his guest Danny Lohrfink, Chief Product Officer at wealth.com agree that taxes and estate planning are two areas that every client should be getting help with. Steven and Danny discuss the challenges of Financial Advisors being able to help in these areas even when they are not themselves CPAs or Attorneys and share ways that the Advisor can still be involved without having the full service in-house. Estate planning and tax planning clearly have their own unique sets of requirements but Steven and his guest explore the overlap and the similarities of what the most successful Advisors are doing to deliver massive value to their clients in these areas.