Let's reimagine estate planning together. Hosts Thomas Kopelman, Top 100 Advisor by Investopedia and wealth.com's Head of Community, and Anne Rhodes, wealth.com’s Chief Legal Officer, provide takeaways that advisors can use to meet clients wherever they are in the estate planning and financial planning process.Legacy Hub
Prior to joining Wealth, Anne was an estate planning attorney first at McDermott Will & Emery (New York), then at Perkins Coie (San Francisco). She advised a range of clients, including individuals building first-generation wealth to ultra high net worth families across generations. Anne’s practice focused on complex wealth transfer and tax planning strategies. She graduated from Columbia Law School. In her spare time, Anne enjoys exploring the Bay Area with her animal-loving toddler.
Thomas Kopelman is the co-founder and Lead Financial Planner of AllStreet Wealth, a financial planning firm for entrepreneurs as well as those with equity compensation. He is also wealth.com’s Head of Community. Thomas is also a blogger, podcaster, content creator and business advisor. He has been named a Top 100 Financial Advisor by Investopedia as well as one of the top 23 millennial financial planners by Business Insider.