Digestibility vs. Accessibility in Estate Planning: Nick Beim interviewed me about Vanilla and my history in #fintech and #estateplanning for Venrock's "Running Through Walls" podcast. lnkd.in/gHXVCEx3

PATH and Shadi Bakour are out saving our planet every day! Nice work. lnkd.in/gHxiHm6J

Venrock's Nick Beim interviewed me about the Innovation Frontier of Wealth Management, where we discussed Vanilla and the history of AdvicePeriod. You can listen here shorturl.at/tuXZ7 lnkd.in/gNys7nCv

Gavin was truly one of the good guys. He will be greatly missed as a person and as colleague.

Vanilla is hosting The Estate Planning Playbook, hosted by me and Arielle Buss Lederman. We plan to outline what works for our AdvicePeriod clientele and our team. lnkd.in/gkGA2fjx

I couldn't be prouder of the Vanilla team. Looking forward to helping advisors transform their client service by enabling them to deliver smart and dynamic #estateplanning solutions. lnkd.in/guPbCr9u

When we created Vanilla, we knew that great design would help set us apart — especially when dealing with the complex subject of estate planning. Today, we launched a refreshed brand and website that stays true to our roots in thoughtful design and reflec…lnkd.in/enjVrZ2n

Estate Values Today and [now] In The Future. Vanilla adds another impressive feature to its estate planning with future projections. Read more here rb.gy/3a01u #estateplanning #estateplan #financialplanning lnkd.in/e_kYDgDB

Vanilla has launched new features to reinvent further how advisors work with their clients' estate plans. lnkd.in/gvRH5tAD

Estate Planning with Real Estate. Arielle Buss Lederman and Heather Casteel collaborated to compose this well-crafted summary regarding planning with real estate. #estateplanning lnkd.in/g7YvUFSV

Join me on May 16th as we unveil the new Vanilla Estate Advisory platform. I'm looking forward to a great conversation with Bob Oros, CEO of Hightower, on the changing role of advisors in estate planning and how tech can help. See how Vanilla works h…lnkd.in/g3ae5jhW

Investment Advisors must become Estate Advisors if they want to serve wealthy clients. WealthManagement.com #estateplanning lnkd.in/gjNnk2_k

I always enjoying talking with Bob Oros !!! lnkd.in/g9sAEJgF

For clients with taxable estates, waiting until 2025 to estate plan may prove to be too late. lnkd.in/ghSSTT4F

Now Vanilla and Addepar are integrated so advisors can better serve their clients when it comes to their estate planning. It’s time for investment advisors to become Estate Advisors. #estateadvisor lnkd.in/gDgAWFUK

The time is now for estate planning! Advisors should take action before the exemption limits sunset. Vanilla software can simplify this process. lnkd.in/gBtaXnsv

Always appreciate a MichaelKitces shoutout. The need for #estate_advisory extends beyond UHNW clients. Regardless of a client's income, advisors are in an ideal position to guide clients regarding their holistic estate plans (supported by attorneys).…lnkd.in/g6MTmUpy

One of my favorite people, Bob Oros, talking about one of my favorite topics! lnkd.in/gkV2PvTM

What a great offsite with the Vanilla team! We are hiring, too! lnkd.in/erAghu_u

Congrats to Craig Shapiro 👾, Sophie Bakalar, and the entire Collab Fund team! >20X multiple on invested capital realized 🤯 In this challenging venture landscape, their recent sizable distribution to the Goldhirsh Foundation further sets them apart in all of the best ways. Doing well and