Guide
Guide
Vanilla
•
Sep 26, 2023
New Client Conversations: An Estate Planning Checklist
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.
Guide
Guide
Vanilla
•
Aug 10, 2023
A guide to trusts for estate planning
Trusts are an important component of financial and estate planning, but there are many types of trusts – each with unique pros and cons. This guide helps financial advisors and clients sort through the many different types of trusts to better understand what they might want to employ for their own estate strategies.
Guide
Vanilla
•
Apr 04, 2023
Vanilla sample report for non-taxable estates
With Vanilla, advisors can create a new type of deliverable that both clients and prospects have never seen before. Not only does Vanilla help advisors increase the depth of their service offerings, but it also helps an advisor’s client actually understand the full picture of their wealth and legacy. Download a sample report below.
Guide
Vanilla
•
Apr 04, 2023
Vanilla sample report for taxable estates
With Vanilla, advisors can create a new type of deliverable that both clients and prospects have never seen before. Not only does Vanilla help advisors increase the depth of their service offerings, but it also helps an advisor’s client actually understand the full picture of their wealth and legacy. Download a sample report below.
Guide
Vanilla
•
Feb 16, 2023
The Vanilla Estate Planning Playbook (updated for 2024)
A step-by-step checklist to guide your client conversations, updated for 2024. This playbook is inspired by the guide used by Steve Lockshin and his 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
•
Feb 10, 2023
Why estate planning matters
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 07, 2022
A guide to gifting
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.