Vanilla Granted Patent for Its Estate Planning Technology
By Dinah Wisenberg BrinSeparately, the firm hired Emily Tran, formerly with Practifi, as its vice president of marketing.
July 25, 2025
Second Tax Bill Could Bring 'Rothification' of Retirement PlansThis may be a long-term benefit for investors but also serves Washington’s interests, legislative expert Jeff Bush says.
July 25, 2025
9 States Where Retirees Are Least Likely to Outlive Their SavingsThese top-ranked locations combine decent nest eggs with a manageable cost of living, a Seniorly analysis finds.
July 25, 2025
8 Ways to Talk Business With FriendsThey're far from strangers, so offering guidance risks affecting personal relationships — making it a prospecting challenge.
July 25, 2025
How Private Equity Impacts Indie Wealth ManagersIndependent advisors want to focus on their firms' values and plans, but private equity's views may not allign with them.
July 25, 2025
12 Top States for Estate and Trust Income TaxesFew have heard of this tax, but it raises about twice as much revenue as the federal estate tax.
July 24, 2025
One Big Beautiful Estate Planning DilemmaThe exemption could stay high forever. That changes the planning math.
July 24, 2025
Why Wealthy Couples Turn to Post-Nups to Clarify Asset DivisionThe agreements, which override a will, can cover matters like inheritances or a joint business, lawyer Steven Goldfeder says.