Celebrity Estates: Steve Lockshin on Len Bias and NIL Deals
Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and foundational estate planning strategies,.
Source: wealthmanagement.com
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Vanilla Expands Document Creation to Offer a Complete, Modern Estate Planning Experience
Vanilla, a leading provider of innovative estate planning software, today announced an expanded set of features for Vanilla Document BuilderTM, the modern document creation engine within the Vanilla Estate Advisory Platform. Financial advisors using...
Source: lelezard.com
Facing mortality, more Americans wrote wills during the pandemic. Now, they're opting out
Fewer of us are writing wills, a new survey says, a finding that suggests Americans are worrying less about mortality as the pandemic fades.
Source: yahoo.com
Mindy Diamond on Independence: Lessons from Steve Lockshin
AdvicePeriod and Vanilla's Steve Locksin offers his perspective on how an advisor’s entrepreneurial DNA can drive their ability to serve clients and grow.
Source: wealthmanagement.com
The latest in financial #AdvisorTech — July 2023
The July 2023 issue of the latest in financial #AdvisorTech kicks off with Pershing's launch of its 'Wove' advisor tech platform.
Source: investmentnews.com