Vanilla
•
May 29, 2024
2024 Best Practices for Foundational Estate Planning Documents: What Every Advisor Should Know
As a financial advisor, you don’t need to know how to draft legal documents like trusts and wills yourself – but understanding the basics of how they work and flags to look out for is important. This foundational understanding can enable you to add huge value for your clients. In this webinar, you’ll learn: the building blocks of quality estate planning documents the role templated docs can play in modern estate planning how Vanilla document builder can deliver clients top-notch, flexible trusts and more Prior to founding Accelerant Law, Dana practiced in the Trusts & Estates and Private Client Services...
Vanilla
•
May 29, 2024
Planning for the Next Gen: Navigating the Generation Skipping Transfer Tax
At the most basic level, the Generation Skipping Transfer Tax (GSTT) is a federal tax that applies to transfers of property or wealth that skip a generation. But who, exactly, does this tax apply to, and why does it exist at all? In this webinar, Jenny Raess and Patrick Carlson, members of Vanilla’s Product Counsel, host an educational, CE-eligible session on what advisors need to know about the GSTT, how it might affect clients, and to approach the tax in estate planning. They’ll be joined by Boyd Butler, Principal Product Manager, who will show how Vanilla determines GSTT liability and...
Vanilla
•
May 10, 2024
The Role of Life Insurance in Estate Planning
Explore how permanent life insurance can support a holistic estate plan Insurance and estate planning go together like peanut butter and jelly. Both planning instruments require a complete view of your client’s total financial picture. And, when used together, they can help clients achieve peace of mind while also helping them preserve generational wealth. Watch on-demand to learn: Insurance use cases for mass affluent and high-net-worth clients How life insurance can help mitigate estate taxes. Best practices to build and present a complete view of the estate to clients to explain different insurance strategies.
Vanilla
•
Apr 29, 2024
Estate Planning for Multi-Family Offices
Serving and scaling HNW families comes with an array of challenges. When it comes to organizing and presenting the families entire wealth with an integrated estate plan, MFOs need a better way. Join Gary Hirschberg, CEO of Aaron Wealth Advisors, and Jim Sinai, CMO of Vanilla, as they discuss how MFOs can guide clients through estate planning. Their conversation will touch best practices for handling some of the key challenges modern MFOs face, including: Organizing complex data: Bringing together various types of family, financial, and estate information and keeping it up to date Distilling information for clients: Providing a digestible summary...
Vanilla
•
Mar 19, 2024
Legacy Now Spring 2024
This Spring’s Legacy Now packed an entire summit’s worth of thought-leadership content into just 1.5 hours — so you’ll come away with high-impact, actionable insights. For the first time, we showcased a variety of different panels with subject matter experts, highlighting key learnings in different arenas of finance and estate planning, including: Panel 1: Innovative approaches to opening doors to new and 2nd-gen clients Panel 2: Scaling estate planning to every advisor in the org Panel 3: How T&E attorneys are ramping up for the 2026 exemption sunset Keynote: Building a Legacy with 2x NBA champion Shane Battier and his...
