Vanilla
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Feb 10, 2023
Win new clients by downloading and sending this presentation to potential clients and prospects alike. It can help them understand why estate planning matters and how you, as their trusted advisor, can make the process as simple as possible by using Vanilla.
Vanilla
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Mar 04, 2025
Tax planning for clients with taxable estates has always been complex. We’ve learned the best way to explain estate planning strategies is with diagrams, not documents. That’s why we’ve put together this deck of 10 diagrams to explain some of the advanced strategies and why household with $10M in assets should care about estate tax. Why $10M in household assets? In 2026 the Estate Tax exemption drops down to just about $10M (or higher based on inflation). The 10 diagrams explain both why you need advanced strategies and how 8 different strategies work. We’ve explained them all below but if...
Vanilla
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Feb 22, 2023
Steve Lockshin unveils his step-by-step approach to building estate planning into your practice in a more meaningful way. How can financial advisors move upmarket and bring more value to clients? With the right approach to estate planning. There’s no better way to differentiate your offering and deepen client relationships. The webinar will give insights into: How to use estate planning to differentiate with UHNW clients How to engage new clients in estate planning, including specific questions to ask A yearly maintenance checklist for existing clients Commonly overlooked issues and ways to protect your clients Download the estate planning playbook here.
AI in Estate Planning: Setting the Standard
Designed to go far beyond basic summarization, Vanilla’s evolving AI toolkit empowers advisors to analyze estate documents as a cohesive whole, uncover planning opportunities, and...
Driving Results: How Matter Family Office Embraces AI and Integrated Tech
Matter Family Office understands the importance of holistic advice and doesn’t shy away from innovation—and the results speak for themselves. Through an integrated, personalized approach...
Critical Estate Planning Mistakes Costing Your Clients (and Your Advisory Firm)
In today’s complex financial landscape, estate planning errors don’t just damage client legacies—they can permanently sever advisor relationships. With research showing that over 70% of...
Connected Financial and Estate Planning: Delivering Holistic Client Outcomes
Financial advisors are increasingly recognizing that comprehensive financial planning must include estate planning to truly serve clients’ long-term goals. Traditionally, financial planning (investments, retirement, tax,...
Top 5 Reasons Why eMoney + Vanilla are Stronger Together
Discover why eMoney and Vanilla form a stronger partnership when integrated.
Mariner Offices Drive Revenue and Growth with Vanilla
Mariner sees a 200% increase in revenue growth rates among the advisors who have adopted Vanilla for holistic planning
Vanilla Unveils New AI Capabilities, Redefining the Future of Scalable Estate Planning
AI-powered tools accelerate meaningful conversations, eliminate manual processes, and deliver holistic insights at scale BELLEVUE, Wash.--(BUSINESS WIRE)--Vanilla, the most trusted platform in modern estate planning,...
What Is a Credit Shelter Trust? And How Can It Help Minimize Estate...
In estate planning, there are several types of trusts especially designed to help individuals avoid or reduce estate taxes. One of these is the credit...
Revocable Trust vs. Irrevocable Trust: Understanding Six Key Differences
Helping clients navigate estate planning is becoming a non-negotiable aspect of comprehensive wealth management. Research indicates 70% of clients believe their advisors should offer estate...
Leveraging Vanilla at Garde Capital with President & CIO Jeff Lippens
Garde Capital, Inc., a multi-billion dollar RIA, uses Vanilla to provide an estate planning experience that’s “engaging, not intimidating,” for clients. In this short testimonial,...
Why should templated documents like Vanilla Documents be embraced?
Patrick Carlson explains how templated documents, like Vanilla Documents, can help ensure you have high-quality documents for every client.
What are some key considerations when creating a basic estate plan?
Here’s what advisors should keep in mind when assembling core documents for a client, according to Patrick Carlson of Vanilla’s Product Counsel.
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