Did you know that over a third of US adults say they or someone they know has experienced family conflict because of poor estate planning? Or how about the fact that 46% of people who've been named the executor of a will were unaware they'd been chosen? These are just a peek at the 50+ estate planning stats and facts we've packed into this new article. Check it out here and pick up some tidbits you may not have known before: https://hubs.ly/Q02J5bB50
Vanilla
Financial Services
Salt Lake City, Utah 16,357 followers
Making Estate Planning Simple for Financial Advisors
About us
Vanilla is the world’s first Estate Advisory Platform, purpose-built by advisors and estate professionals to help wealth management firms deliver a holistic, modern estate planning experience to their clients. With Vanilla, advisors, planners, and estate attorneys can deliver differentiated advice, expand their client relationships, win new business, and increase their ongoing value by offering simplified, scalable estate analysis to every client. Learn more about how Vanilla is reinventing the estate planning experience, end-to-end at www.justvanilla.com.
- Website
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http://www.justvanilla.com
External link for Vanilla
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Salt Lake City, Utah
- Type
- Privately Held
- Founded
- 2019
Locations
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Primary
Salt Lake City, Utah, US
Employees at Vanilla
Updates
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Estate planning often revolves around "what if" scenarios—sometimes for positive outcomes, and sometimes for negative ones. One "if" that no one wants to plan for is a dementia diagnosis, but it's a situation that financial advisors should be prepared for if it arises with a client. Here, Vanilla's Daniel Brockley shares how advisors can best support clients facing a dementia diagnosis based on his own family's experiences.
Families of clients with dementia can become paralyzed and avoid asking tough questions, hoping the answers will come in time — they won’t. Making financial and estate plans while the client still has some of their faculties will make things less stressful for all concerned when things devolve, which they always do. This is where an empathetic yet clear-eyed advisor can make a tremendous difference, writes Vanilla's Daniel Brockley, whose father and other family members have suffered from the affliction. #dementia #financialadvisors #estateplans https://lnkd.in/gMS9Ce9v
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At Vanilla, we think a lot about AI—about how it can go right, and how it can go wrong. The estate planning space is inherently sensitive, and while we believe incorporating AI into our platform can have huge benefits, security, trust, and customer experience are our top priorities. To clarify how we approach AI (and how we believe every company in our industry should approach it), Amjad Hussain outlines the three key tenets of our AI philosophy in this blog. Click in to learn how we thoughtfully build artificial intelligence into our product. https://hubs.ly/Q02HNnV40
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Myth: A client with a non-taxable estate doesn’t need to think about tax planning. Fact: Federal estate tax is just one piece of the puzzle. Those with non-taxable estates might still need to use specialized planning strategies to optimize for income taxes, state estate taxes, and more. For a refresher on basic non-taxable estate planning tactics and an introduction to advanced strategies, download our new guide: https://hubs.ly/Q02HDPp70
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How can small firms set themselves apart in a crowded marketplace? In our next Summer School webinar, Zak Gardezy will share how he's cracked the code at Wealthstone Private Wealth Management. Tune in on July 30th to hear how Wealthstone uses estate planning to delight their high net-worth client base (and how Vanilla helps). Register here: https://hubs.ly/Q02Hw6290
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As a population, we're spending a lot of time online these days. But what happens to accounts, photos, and the rest of our digital footprints once we're gone? Dive into the world of estate planning for digital assets in this article: https://lnkd.in/gw6cwY-9
Estate planning for digital assets: From social media and digital photos to crypto currency
https://www.justvanilla.com
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What types of clients and plans are Vanilla Documents best for? Patrick Carlson shares a one-minute overview in this #VanillaTalk.
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In case you missed our most recent feature release announcement, this new article from Law.com highlights some of the latest and greatest additions to the Vanilla platform. Read it here: https://lnkd.in/e6XwzsxM
Legaltech Rundown: Spellbook Launches 'Benchmarks,' New LegalZoom CEO and More | Legaltech News
law.com
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Planning for family members with disabilities or other special needs requires careful attention and, at times, the use of specialized planning mechanisms. One of those tools is a qualified disability trust (QDT), a type of trust that's created to benefit an indivual with special needs and can receive certain tax exemptions. Learn all about QDTs here: https://ow.ly/42eL50SBtbw
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When creating any estate plan—for yourself or a client—you'll want to make sure no furry friends are left out in the cold. That's right, we're talking about estate planning for pets. There are two primary ways to ensure pets are cared for after their owners are gone, and this blog dives into the details of each. Read it here: https://hubs.ly/Q02Gph6l0
Estate planning for pets: Making sure the kibble keeps flowing when you’re gone
https://www.justvanilla.com