Vanilla

Have questions about the Vanilla platform? Whether you're already a user or are just curious to learn more, here's your chance to ask the experts. In this month's Office Hours, Vanilla Chief Product Officer Doug Rybacki and Product Counsel Patrick Carlson will share their POVs and take audience questions on topics like: - The latest and greatest enhancements on the Vanilla Platform - Efficient planning processes with outputs that wow clients - Leveraging Vanilla features to streamline and demystify the estate planning experience Be sure to tune in live—this interactive session won't be recorded. https://ow.ly/UC0950SxTkB

For business owners, determining business succession can add a whole new lens—and new complexities—to estate planning. If a business is intended to remain within the owner's family, a family limited liability corporation (LLC) may be a useful planning tool. Here, get a refresher on what a family LLC is, how it can be advantageous for business succession planning, and things to consider before creating one for clients. https://ow.ly/3rVv50Sxjq8

We know how complex and confusing estate planning can be for clients—but Vanilla is designed to make the process easier on everyone. Tune in for Office Hours on July 11th for best practices on leveraging Vanilla’s features and visuals for smoother client conversations. Register here for this live, unrecorded session: https://hubs.ly/Q02DQcff0

Recently, we had the chance to ask former Vanguard CEO Bill McNabb one very important question: How do you want to be remembered? Hear his answer in this new episode of #VanillaTalk.

Collaboration is one of our core values at Vanilla, and it was easy to see it on display this past week at our yearly all-company offsite in Park City, UT. It was an invigorating chance to work together in person. We ideated, reflected, and even took some time to volunteer for The National Ability Center. One thing is for certain: We have an incredible year ahead!

Estate planning isn't a "set it and forget it" procedure. Clients' lives and financial situations can change over the year—and their plan may need to evolve, too. In this #VanillaTalk, Jenny Raess explains why it's so important make sure estate plans are up to date.

As people age, it’s common for their retirement plan to represent the largest portion of their assets. Because there are specific rules about how retirement accounts (like IRAs and 401(k)s) can transfer to beneficiaries, these accounts can require special attention in estate planning. In some cases, a retirement trust may be the right estate planning solution for large retirement accounts. Learn all about this type of trust here:https://ow.ly/6AP750Snyql

June releases are here and we're excited to share what's new in Vanilla: - Executive Summaries give clients a snapshot of their estate - Essentials Packages provide key documents for young adults - GSTT is now available in Estate Builder ...and more! Get a detailed look at Vanilla's latest features and enhancements here: https://ow.ly/O2i050SmF2N

Financial planning can have a huge impact on a family and its future—which is why it's so important to have trust in the advisor-client relationship. In this episode of #VanillaTalk, AdvicePeriod advisor Dina Nam shares her perspective on building great client relationships.

We are excited to welcome Matthew Marini, CFP® and the Coastal Bridge Advisors team to the Vanilla platform. We are honored to support your efforts serving your clients estate planning needs.