Vanilla, an estate planning technology firm, has introduced a new tool advisors can use with existing and potential clients to illustrate what their retirement plans will look like under various ...

Estate planning technology firm Vanilla is looking to shake up the wealth landscape with a new planning visualization tool. The platform’s latest offering, Vanilla Scenarios, seeks to modernize how ...

What are the best tax planning tools for financial advisors? Top tax planning platforms for financial advisors Financial planning software with strong tax features How to choose the right tax planning ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Recently, PwC highlighted key insights in “President Trump’s Agenda: What to ...