The Vanilla Resource Center

The information your need to help clients build meaningful legacies

Vanilla
May 24, 2023

The 2026 estate tax exemption sunset: How to prepare – and why you need to do it now

Vanilla and AdvicePeriod founder Steve Lockshin, along with senior advisor and former estate attorney Arielle Lederman, will outline what you need to know about the sunset, and how you can prepare your clients.

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Webinars

Webinar

Vanilla

May 24, 2023

The 2026 estate tax exemption sunset: How to prepare – and why you...

For the past few years, most US tax residents haven’t needed to worry too much about estate tax. But that’s all about to change. At the end of 2025, the historically high estate exemption of $12.92M ($25.84 million per married couple) will sunset back down to an estimated $6-8 million per person or $12-16 million per couple (adjusting for inflation) – suddenly making the estate tax an important consideration for many more households. And the time to act is now. In this webinar, you’ll learn: How the estate tax exemption sunset will impact your clients Key strategies including SLATS, gifting,...

Webinar

Vanilla

May 16, 2023

The changing roles of advisors in estate planning with Bob Oros and Steve...

At our recent Legacy Now event, Hightower CEO Bob Oros and Vanilla cofounder Steve Lockshin sat down with Vanilla CEO Gene Farrell to discuss the changing roles of advisors in estate planning. Learn more about: Why advisors are leaning into Estate Advisory How to use Estate Advisory to connect with clients in a whole new way How technology is helping advisors and wealth planners serve their clients needs around estate planning You can watch the full event here.

Webinar

Vanilla

May 08, 2023

Simplify estate planning by integrating Addepar with Vanilla

Hear from the teams at Addepar and Vanilla where they’ll discuss how their partnership will bring efficiency to the estate planning process. See how the integration of Addepar into Vanilla can create a comprehensive picture of your clients’ family and financial information in their estate profile. You’ll learn how to: Ensure your clients’ estate plans and balance sheets are up-to-date Save time during the onboarding process Integrate your Addepar accounts into Vanilla

Webinar

Vanilla

Apr 25, 2023

What’s new with Vanilla – Apr 25, 2023

Today, advisors use Vanilla to deepen client relationships, increase share of wallet and win new clients. Learn the latest innovations and product announcements on the Vanilla Estate Advisory Platform as of April 25, 2023. Our product experts will provide a deep dive into: How advisors can show their clients simple projections of their estate to help make informed planning decisions about future scenarios The new redesigned PDF estate report which enables advisors to show up with their clients in a whole new way

Webinar

Vanilla

Apr 17, 2023

Legacy Now: Introducing the Estate Advisory Platform

With your help, we are about to completely reshape how estate planning is done. On May 16th we unveiled Vanilla’s new Estate Advisory Platform, which reimagines how financial advisors, attorneys and their clients approach one of the most important parts of their lives: their legacy.  In this live, virtual launch event: Vanilla CEO Gene Farrell will outline a new vision for estate planning and the role technology will play Hightower Chairman and CEO Bob Oros will speak with Vanilla Co-Founder Steve Lockshin on the changing role of advisors in estate planning Product experts will showcase the new Vanilla platform and...

the-estate-planning-playbook-with-steve-lockshin Webinar

Vanilla

Feb 22, 2023

The estate planning playbook with Steve Lockshin

Steve Lockshin unveils his step-by-step approach to building estate planning into your practice in a more meaningful way. How can financial advisors move upmarket and bring more value to clients? With the right approach to estate planning. There’s no better way to differentiate your offering and deepen client relationships. The webinar will give insights into: How to use estate planning to differentiate with UHNW clients How to engage new clients in estate planning, including specific questions to ask A yearly maintenance checklist for existing clients Commonly overlooked issues and ways to protect your clients Download the estate planning playbook here.

Death-and-Taxes-How-advisors-can-use-tech-to-enhance-estate-and-tax-planning Webinar

Vanilla

Dec 09, 2022

Death and Taxes: How advisors can use tech to enhance estate and tax...

Learn how FMB Wealth Management tackles the inevitable for clients – death and taxes – in a way that’s not only more efficient, but achieves greater outcomes. And, watch high-level demos of Holistiplan and Vanilla. Grant Blindbury details how he uses both technologies to achieve impactful results Discover how technology plays a key role in delivering differentiating value Watch product demos of Holistiplan and Vanilla

How Dogwood Wealth Management uses estate planning to bring increased value webinar Webinar

Vanilla

Oct 28, 2022

How Dogwood Wealth Management uses estate planning to bring increased value and grow...

Learn how Dogwood Wealth Management created a three-pillar system that addresses client’s financial needs more holistically, for this generation and the next. Jason Newcomer, co-founder of Dogwood Wealth Management, joins Vanilla CMO Jim Sinai to discuss how he has created a process where estate planning–in addition to wealth advisement, risk management and tax planning–plays an essential role. Jason will outline his approach, and how he uses estate planning as a way to foster meaningful ongoing conversations with clients, rather than a set-it-and-forget-it approach. Newcomer will also discuss his tech-forward philosophy on advising, and how he’s developed a tech stack that...

Estate-Planning-and-Potential-Tax-Law-Changes Webinar

Vanilla

Oct 07, 2022

Estate planning and potential tax law changes

Daniel Gregoire at RightCapital is joined by Vanilla’s Co-Founder Steve Lockshin to discuss the impact of potential tax law changes on estate planning and how it can affect your most valued clients. Innovators like RightCapital allow advisors to differentiate with intuitive financial and tax planning. As Biden approaches approval for new tax law changes, advisors are expected to assist their clients by anticipating and navigating these changes. As the advisor, it’s important you have conversations with your clients to guide them on how to prepare for newer, more stringent tax regulations. The main topics of discussion include: The potential impact...

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