Deliver differentiated estate planning advice

Vanilla

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Dec 09, 2022

Learn how FMB Wealth Management tackles the inevitable for clients – death and taxes – in a way that’s not only more efficient, but achieves greater outcomes. And, watch high-level demos of Holistiplan and Vanilla. Grant Blindbury details how he uses both technologies to achieve impactful results Discover how technology plays a key role in delivering differentiating value Watch product demos of Holistiplan and Vanilla

Jim Sinai

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Sep 19, 2022

  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...

Vanilla

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Dec 11, 2020

  Imagine that you're having your first consultation with a new client. You ask them whether they have an estate plan in place. They proudly tell you that they drew up a will and assigned guardianship as soon as their first child was born — 25 years ago. Job well done, next question — right? Not quite! Let's examine why treating an estate plan as a one-off task comes with significant risks that could end in nightmare scenarios for your client and their family. 1: Beneficiaries and fiduciaries are often temporary While your client may express a desire to designate...