Vanilla

What a week at #SchwabIMPACT! We loved every minute spent demoing, networking, and giving out super cool plaid socks. If you didn't get a chance to stop by the booth, or if you'd like to know more about what makes Vanilla the most comprehensive estate planning software for advisors, drop us a line—we'd love to chat. #EstateAdvisory #RIAIndustry

Business-owning clients (and their advisors) have lots to think about when it comes to planning for the future—like tax minimization, business continuity, and family security. Luckily for any advisors reading this, Steve Lockshin, founder of Vanilla and AdvicePeriod and long-time wealth advisor, has some tips. In this article, you'll get Steve's overview of how to use strategies like: · Succession planning · Key person insurance · Buy-sell agreements ...and more. Read it here: https://lnkd.in/gm33n72h #BusinessSuccession #TaxPlanning

Curious what we've been cooking up at Vanilla all year? Here's a one-minute recap from Vanilla CTO Amjad Hussain.

We love seeing our very own Gene Farrell talking live with #goRIA's Charles "Chuck" Failla, CFP? at #SchwabIMPACT! Here, Gene and Chuck (who happens to be a Vanilla customer himself) spotlight why so many advisors are adding estate planning to their offering and share some insights from our new 2025 State of Estate Planning Report.

The 2025 State of Estate Planning report is here, and the trends may surprise you. Here are a few noteworthy findings: · 82% are open to their advisor using AI to support plan creation · 66% want clear, step-by-step instructions when using online planning tools · 60% are skeptical an advisor can consistently beat the market for stock picks · 80% of respondents expect their financial advisor’s offering to include estate planning, either directly or through a collaboration What does it all mean? Each year Vanilla conducts this consumer survey to help advisors stay on top of emerging trends, cater to client sentiments, and understand how technology fits into the picture. Read the complete State of Estate Planning report for 2025 for insights on getting and staying ahead in the coming year: https://lnkd.in/eZwSKZqh #EstatePlanning #ConsumerSurvey #2025Trends

It's a myth that only the ultra-wealthy need to think about tax and estate planning, and Vanilla CEO Gene Farrell is out to explain why. In a recent interview with ThinkAdvisor's John Manganaro, Gene shared his take on the key to successful estate planning (and it may surprise you!). Read the full interview here: https://lnkd.in/ep-A2-5i #ThinkAdvisor #EstatePlanning #TaxExemptions

Heading to Schwab Impact next week? Keep an eye out for these friendly faces! Gene Farrell, Marc Dorfman, Jim Sinai, Daniel Hernandez, and Sarah D McDaniel, CFA will be manning Booth 424—make sure to swing by for a chat. It's one of the biggest events of the year and the Vanilla team is thrilled to be part of it again—we hope to see you there! #SchwabImpact2024 #SchwabAdvisorServices

After a terminal diagnosis, this former WSJ columnist plans to use his remaining time the way many people would—ensuring his family is cared for. Here, a few final pieces of personal finance (and estate planning) advice from Jonathan Clements: https://lnkd.in/edShXds3

This is the time of year when many people think about gifting—to loved ones as well as to charitable organizations. A thoughtful gifting strategy is an important part of a well-rounded estate plan, and being part of that conversation can have major benefits for your firm. Research shows that RIAs and family offices that offer charitable planning have: · 6x the median assets · 3x the median organic growth · 1.3x the new money Thanks to Daniel Blake and UI Charitable Advisors for sharing these stats with us during a recent webinar. #CharitablePlanning #EstatePlanning #Gifting

How is Vanilla is using AI to transform estate planning? Here's a one-minute summary. CMO Jim Sinai talked to The Wealth Advisor about how Vanilla puts the power of AI into advisors' hands, automatically creating estate visualizations that clients can easily understand. #ArtificialIntelligence #AI #FinTech