Ben Franklin certainly wasn't thinking of podcasts when he uttered these famous words but on this weeks episode our resident CPA is joined by attorney to talk about the importance of addressing both death and taxes for your clients. Anne Rhodes is the Chief Legal Officer at Wealth.com, a company doing for Financial Advisors around Estate Planning what Retirement Tax Services is doing on taxes: providing an expert solution for Financial Advisors to serve clients at a high level while staying in the driver's seat of the relationship. Steven and Anne share their expertise on why these topics are so important and how Financial Advisors can set themselves apart by embracing tax and estate planning.

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