The Vanilla Resource Center

The information you need to help clients build meaningful legacies

Videos

Video

Daniel Brockley

Jul 11, 2023

How do the roles of estate attorney and financial planner differ?

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.

Video

Daniel Brockley

Jun 11, 2023

Steve Lockshin invites you to try Vanilla

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

Video

Daniel Brockley

May 20, 2023

What is the most challenging aspect of estate planning?

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.

Video

Daniel Brockley

Apr 25, 2023

What do you say to clients who are hesitant to engage in estate...

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.

Video

Daniel Brockley

Apr 25, 2023

How should financial advisors approach technology?

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.

Video

Daniel Brockley

Apr 09, 2023

What is a Spousal Lifetime Access Trust (SLAT)?

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.

Video

Daniel Brockley

Feb 09, 2023

How do you deal differently with taxable and non-taxable estates?

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.

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