ThinkAdvisor

Mar 13, 2024

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Vanilla Rolls Out Estate Plan Visualizer

Vanilla announced Wednesday the launch of a new estate plan visualization and evaluation tool called Vanilla Scenarios.

 

The tool enables advisors to visualize potential federal and state estate tax mitigation strategies in real time, according to the firm’s announcement. Advisors can layer multiple strategies onto existing plans and customize the details of each strategy, including changes to their client’s state of residency or beneficiaries.

 

This approach to modeling allows advisors to showcase the potential impact of each scenario, the firm explains, providing clients with actionable insight and recommendations for meaningful planning improvements.

 

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Read more: Vanilla Rolls Out Estate Plan Visualizer

[John Manganaro, ThinkAdvisor]