Vanilla

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.

In next week's session of Summer School, join us for The Planner & Advisor Ecosystem: Scaling Estate Planning to Every Client. Opening up estate planning conversations with more clients has myriad benefits, but there are challenges to overcome for advisors, planners, and their firms. In this fireside chat-style webinar, you'll hear how to create scalability in planning conversations from: - April C. Rosenberry, JD, LL.M. in Taxation, Director of Estate, Tax, and Financial Planning, Signature Estate & Investment Advisors, LLC - Thomas Pontius, CFP®, Senior Financial Planner, Kayne Anderson Rudnick Learn more and save your spot here: https://lnkd.in/etfFHX4M

Helping people build lasting, meaningful legacies is at the core of what we do here at Vanilla. Recently, we had the opportunity to ask Bill McNabb how he thinks about his own legacy. Here's what he had to say.