The Vanilla Resource Center

Daniel Brockley

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Jul 11, 2023

We often get asked about the difference between the financial advisor and attorney’s roles in estate planning. What better person to answer that question than Dina Nam, an attorney turned wealth strategist at AdvicePeriod. Here’s her answer in this week’s Vanilla Talk.

Daniel Brockley

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Jun 23, 2023

For advisors, estate advisory is about much more than a set of documents. See why AdvicePeriod Sr. Advisor Scott Davis says Vanilla gives advisors the “holy grail of the financial industry.”

Daniel Brockley

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Jun 11, 2023

Vanilla co-founder Steve Lockshin discusses the inspiration for Vanilla and how it can help advisors enhance their offerings and build their businesses.

Daniel Brockley

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May 20, 2023

What’s the most challenging aspect of estate planning? In this week’s Vanilla Talk, we asked Wealth Strategist Dina Nam with AdvicePeriod what she — and her clients — find the most difficult about the process.

Daniel Brockley

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Apr 25, 2023

Estate planning can be a hard subject to broach for financial advisors, but it’s a vital part of holistic financial planning. But what do you say when you do raise the subject and estate planning and your client seems hesitant. Steve Lockshin, founder of AdvicePeriod and Vanilla, give his thoughts here.

Daniel Brockley

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Apr 25, 2023

Technology has been a huge boon to advisors, but is more tech always a good thing? Steve Lockshin, founder of Vanilla, gives his perspective on why you need to be careful about how much tech is in your stack.

Daniel Brockley

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Apr 09, 2023

SLATs can be a smart way for clients to move money out of their estate while retaining some level of control and flexibility. Steve Lockshin explains more in this Vanilla Talk.

Daniel Brockley

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Mar 25, 2023

Vanilla founder Steve Lockshin boils down the key things all clients are looking for, based on his decades of experience as one of Baron’s top financial advisors.

Daniel Brockley

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Feb 09, 2023

One of the first questions advisors often ask themselves when considering a new client’s estate is whether it has the potential to be taxed now or in the future. In this week’s Vanilla Talk, Dominic Cozzetto, CFA, Partner Advisor at AdvicePeriod, discusses the different approaches to taxable and non-taxable estates.