The information your need to help clients build meaningful legacies
A step-by-step checklist to guide your client conversations. This playbook is inspired by the guide used by Steve Lockshin and his firm AdvicePeriod, based on Lockshin’s 30+ years of financial advice and estate planning for some of the most successful ultra-high net worth clients in the world.
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Guide
Vanilla
•
Feb 16, 2023
A step-by-step checklist to guide your client conversations. This playbook is inspired by the guide used by Steve Lockshin and his firm AdvicePeriod, based on Lockshin’s 30+ years of financial advice and estate planning for some of the most successful ultra-high net worth clients in the world.
Guide
Vanilla
•
Dec 07, 2022
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.
Guide
Vanilla
•
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.
Guide
Vanilla
•
Apr 04, 2023
With Vanilla, advisors can create a new type of deliverable that both clients and prospects have never seen before. Not only does Vanilla help advisors increase the depth of their service offerings, but it also helps an advisor’s client actually understand the full picture of their wealth and legacy. Download a sample report below.
Guide
Vanilla
•
Apr 04, 2023
With Vanilla, advisors can create a new type of deliverable that both clients and prospects have never seen before. Not only does Vanilla help advisors increase the depth of their service offerings, but it also helps an advisor’s client actually understand the full picture of their wealth and legacy. Download a sample report below.
Guide
Vanilla
•
Feb 16, 2023
A step-by-step checklist to guide your client conversations. This playbook is inspired by the guide used by Steve Lockshin and his firm AdvicePeriod, based on Lockshin’s 30+ years of financial advice and estate planning for some of the most successful ultra-high net worth clients in the world.
Guide
Vanilla
•
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.
Guide
Vanilla
•
Dec 07, 2022
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.
Guide
Vanilla
•
Sep 19, 2022
Tax planning for clients with taxable estates has always been complex. The best way to explain 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 anyone with $10M in assets should care about estate tax.
Guide
Vanilla
•
Oct 20, 2021
Easy, effective estate planning can be brought in-house to every advising firm — and it should. By offering personalized plans for all clients (not just the ultra-wealthy), firms can get ahead of the curve, cultivating a multi-generational client base. Vanilla simplifies this often cumbersome process by fusing decades of estate planning expertise with great design, empowering firms of all sizes to grow their offerings at scale.
Guide
Vanilla
•
Oct 06, 2021
Estate planning is essential. It is also extremely difficult to understand for most people, including advisors. In this e-book you’ll find a dictionary of terms and definitions most commonly used by estate planning professionals.
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