The Vanilla Resource Center

The information your need to help clients build meaningful legacies

Vanilla
May 31, 2023

A guide to the 2026 federal estate tax exemption sunset (for clients)

If your client has an estate that has not been previously taxable due to the historically high exemption – but may find themselves with a taxable estate when that exemption sunsets at the end of 2025 – this guide is a helpful resource.

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Client material

Client Materials

Client material

Vanilla

Apr 06, 2023

A guide to gifting (Brandable PowerPoint)

Making lifetime gifts is one of the most common, tried-and-true strategies to reduce estate tax liability. We’ll walk you through the major types of charitable and non-charitable gifts that you might want to consider, as this year draws to an end.

Client material

Vanilla

Apr 06, 2023

Why estate planning matters (Brandable PowerPoint)

Win new clients by downloading this brandable PowerPoint presentation for client meetings. 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.

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