Guide
Vanilla
•
Dec 01, 2024
A step-by-step checklist to guide your client conversations, updated for 2025. This playbook is inspired by the guide used by Vanilla founder Steve Lockshin and his advisory firm AdvicePeriod, based on Lockshin’s 30+ years of financial advice and estate planning for some of the most successful ultra-high net worth clients in the world.
Guide
Vanilla
•
Jan 10, 2024
Not all estate planning software is created equal. Find out what to look for to ensure the estate planning software you’re considering meets your needs.
Guide
Vanilla
•
Feb 10, 2023
Win new clients by downloading and sending this presentation to potential clients and prospects alike. It can help them understand why estate planning matters and how you, as their trusted advisor, can make the process as simple as possible by using Vanilla.
Guide
Vanilla
•
Dec 03, 2024
Download this calendar for a schedule of timely topics and techniques to help you provide continual value for clients and discover ways to grow your business.
Guide
Vanilla
•
Dec 01, 2024
A step-by-step checklist to guide your client conversations, updated for 2025. This playbook is inspired by the guide used by Vanilla founder Steve Lockshin and his advisory firm AdvicePeriod, based on Lockshin’s 30+ years of financial advice and estate planning for some of the most successful ultra-high net worth clients in the world.
Guide
Vanilla
•
Nov 19, 2024
The State of Estate Planning Report, newly released for 2025, reveals emerging trends and client sentiments advisors need to know.
Guide
Vanilla
•
Nov 07, 2024
Making lifetime gifts is one of the most common, tried-and-true strategies to reduce estate tax liability. We’ll walk you through the major types of charitable and non-charitable gifts that you might want to consider, as this year draws to an end.
Guide
Vanilla
•
Sep 12, 2024
With Vanilla, advisors can offer a new deliverable that both clients and prospects have never seen before. Plan Snapshot visualizes family, financial, and estate information in one easy to understand diagram to provide an intuitive and personalized overview of your client's plan.
Guide
Vanilla
•
Jul 23, 2024
Discover non-taxable estate planning strategies that focus on minimizing income taxes, planning for IRA-heavy estates, and leveraging capital gains strategies.
Guide
Vanilla
•
May 29, 2024
Discover how central planning teams can prepare and empower advisors to have foundational yet meaningful estate planning conversations with clients.
Guide
Vanilla
•
Jan 10, 2024
Not all estate planning software is created equal. Find out what to look for to ensure the estate planning software you’re considering meets your needs.
Guide
Vanilla
•
Sep 26, 2023
Whether they're a new client, or a client with whom you haven't discussed estate planning with in the past, this checklist will take you through some important questions to ask to ensure you help meet their goals. This checklist is broken down by net worth and includes the important documents you'll want to make sure you gather.
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