Vanilla
Market conditions like shifting interest rates, depressed asset valuations, and equity swings directly determine how effective certain estate planning strategies can be. The same volatility making your clients anxious is also opening planning windows that won't stay open indefinitely. This guide shows you how to read the current environment and act on it.
Vanilla
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Jan 06, 2026
A step-by-step checklist to guide your client conversations, updated for 2025. This playbook is inspired by the guide used by Vanilla founder Steve Lockshin and his advisory 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.
Vanilla
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Jul 11, 2025
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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Feb 26, 2025
Trusts are an important component of financial and estate planning, but there are many types of trusts – each with unique pros and cons. This guide helps financial advisors and clients sort through the many different types of trusts to better understand what they might want to employ for their own estate strategies.
Vanilla
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Jul 11, 2025
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 non-charitable gifts that you might want to consider, as this year draws to an end.
Vanilla
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May 30, 2025
For high-net-worth families especially, estate planning represents the pinnacle of long-term wealth preservation, a foundational element of comprehensive financial planning services.
Vanilla
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May 05, 2025
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, etc.) and estate planning (wills, trusts, legacy) operated in silos. However, this separation is no longer viable or competitive in today’s client-centric advisory landscape. In this whitepaper, we explore: Why integrating financial and estate planning is essential How leading platforms like eMoney Advisor and Vanilla enable a seamless, holistic planning experience when connected What benefits advisors and clients can expect from this integration. Industry statistics, real-world workflow examples, and forward-looking trends to help financial advisors...
Vanilla
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Apr 17, 2025
Mariner sees a 200% increase in revenue growth rates among the advisors who have adopted Vanilla for holistic planning
Vanilla
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Feb 26, 2025
Trusts are an important component of financial and estate planning, but there are many types of trusts – each with unique pros and cons. This guide helps financial advisors and clients sort through the many different types of trusts to better understand what they might want to employ for their own estate strategies.
Vanilla
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Jan 28, 2025
Use this cheat sheet as a guide for aligning estate planning building blocks with the most appropriate planning techniques to meet clients' needs.
Vanilla
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Nov 19, 2024
The State of Estate Planning Report, newly released for 2025, reveals emerging trends and client sentiments advisors need to know.
Vanilla
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Sep 12, 2024
With Vanilla, advisors can offer a new deliverable that both clients and prospects have never seen before. Plan Snapshot visualizes family, financial, and estate information in one easy to understand diagram to provide an intuitive and personalized overview of your client's plan.
Vanilla
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Jul 23, 2024
Discover non-taxable estate planning strategies that focus on minimizing income taxes, planning for IRA-heavy estates, and leveraging capital gains strategies.
Join thousands of advisors who use Vanilla to transform their service offering and accelerate revenue growth.
