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Vanilla Unveils Vanilla Scenarios™ to Power Interactive Estate Planning and Modeling

SALT LAKE CITY (BUSINESS WIRE) Mar 12, 2024

United statesGene farrellSpousal lifetime access trustIrrevocable life insurance trustResidence trustGrantor retained annuity trustVanilla scenariosQualified personal residence trustVanilla estate advisory platformEstate advisory platformBusiness wire

Tech provider Vanilla unveils estate planning scenarios tool

Vanilla's estate planning scenarios tool lets advisors clearly visualize potential tax impact of GRATs, SLATs, and other planning strategies.

Michael jordanGene farrellVanilla scenariosTax cutsJobs act

Estate planning gets an AI makeover thanks to Vanilla

New tool aims to speed up processes for high-net-worth clients.

Michael jordanGene farrellVanilla estate builderVanilla scenariosVanilla document

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