The Vanilla Resource Center
The information you need to help clients build meaningful legacies
The Vanilla Estate Planning Playbook (updated for 2024)
A step-by-step checklist to guide your client conversations, updated for 2024. 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.See More
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