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
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
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.
July 24, 2025
Cutting Clients' Taxes Is a Must-Have Skill for Advisors: CerulliYet less than half of practices offer tax planning today, according to the research firm's latest study.
July 24, 2025
New Bill Allows Employer Contributions to ABLE AccountsThe legislation would permit tax-free contributions to special savings accounts for the disabled.
July 24, 2025
CFP Board Starts Search for Next CEOSpencer Stuart, the executive recruitment firm, will assist in finding Kevin Keller's replacement.