Vanilla

Plenty of planning strategies can be affected by changing tax and estate legislation, but charitable giving rarely has a downside. "Charitable gifts are often made without incurring gift or estate tax, and they offer a powerful way to impact causes that matter to your family for generations and leave a legacy of generosity," according to wealthmanagement.com. This is a great read for advisors and clients who are thinking about the impact of potential legislation changes and how gifting fits into their wealth strategy: https://bit.ly/3FrsvnI

Thinking about offering estate planning as a competitive differentiator for your firm in 2025? Join us on March 25th to hear two experts share first-hand knowledge on how to get started with estate planning services for your clients. Laura Jogani, Director, Sales at Vanilla and former Private Banker at J.P. Morgan Private Bank, and Lawrence Gincel, JD, LLM, Solutions Engineer, will share the top 6 considerations for launching an estate planning service, including: · Determining the scope of your firm's offering · Choosing the right technology to support advisors in estate planning · Educating advisors and clients on estate planning topics ...and much more. Register today to join us on 3/25: https://hubs.li/Q03bjy7W0 #Webinar #EstatePlanning #AdvisorEducation #CompetitiveDifferentiation

The team is excited to be at Barron's Advisor Independent Summit this week! Will we see you there? Stop by Booth #17 and say hello to Sarah Marriott and Leah Hodgson, who are ready to answer any questions you have about what makes Vanilla the leading estate planning software for financial advisors. #BAIndependent #RIAs #IndependentAdvisors #EstatePlanning

Nearly 60% of clients are skeptical that financial advisors can consistently outperform the market with individual stock picks, according to Vanilla's 2025 survey. That's just one of the reasons it's increasingly important to bring a holistic approach to wealth planning for your clients. In this #VanillaTalk, Steve Lockshin explains why total wealth advisory is the future. #TotalWealthAdvisory #HolisticFinancialPlanning #FinancialAdvisors

There are plenty of horror stories about what happens when a person passes away with an out-of-date estate plan—unintended beneficiaries, family disputes, unnecessary taxation, and more. However, clients still tend to view estate planning as a one-time task. This handy client-facing resource outlines why it's important to periodically revisit their plan, how often to do it, and the potential fallout of an outdated plan. Next time you have one of these conversations with a client, make sure to explain that estate planning is an ongoing process and share this educational material with them. https://lnkd.in/eCGJu-cU #EstatePlanning #ClientResources #FinancialAdvisors

Vanilla has officially joined the Family Wealth Alliance, Inc. as a Strategic Sponsor! This week, our team spent a few days in San Diego with executives from top MFOs, RIAs, and private banks to learn and share with this energizing community. Vanilla is dedicated to driving innovation in this space and we're grateful for the FWA firms who partner with us to support these sophisticated clients’ needs. Cheers to our fellow Strategic Sponsors at Arch, Charles Schwab, and others. And big thanks to Laura Jogani and Hanna Grokenberger Byers for representing Vanilla at this wonderful event. #FamilyWealthAlliance #MultiFamilyOffices #EstatePlanning #FWA

We're at #T32025! Stop by Kiosk #15 and say hello to Saier Jiang, CFP?, Joe Abbott, and Michael Schwoerer. They'll be at the booth this week slinging their estate planning knowledge and walking through the latest Vanilla features—including V/AI Copilot, Estate Summaries, Document Builder updates, and more.

In February release news, it’s all eyes on Estate Health Check, Document Builder enhancements, and additions to the Vanilla Calculators suite. This past month, new features and updates focus on supporting advisors with advanced planning techniques and continuing to make document creation easier than ever. Vanilla’s new releases include: · Estate Health Check updates make starting planning conversations a snap · CLAT and CRUT Calculators to simplify charitable and tax planning · Ability to trigger auto-abstraction for client documents · Invite status tracking and option to add a Letter of Wishes in Document Builder Learn more about each of these enhancements and how to get started: https://lnkd.in/ec6hcAv2

In case you missed it, our 2024 year in review is a jam-packed look at some of Vanilla's biggest launches of the past year. Since we can't highlight all 80+ features we released, we're recapping the 10 that are most transformational for advisors, including heavy hitters like V/AI Copilot, Estate Health Check, and an integration with eMoney. Check out the complete rundown here: https://hubs.li/Q038R7h20 #EstatePlanning #AdvisorTech #ReleaseRecap

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