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AFO WEALTH MANAGEMENT FORWARD PODCAST

Episode 19

importance of estate planning

Co-founder of Vanilla, David Hauser, enlightens our listeners about the importance of estate planning for both advisors and clients.

Rob and Rory sit down with the co-founder of Vanilla, David Hauser, as he enlightens our listeners about Vanilla’s innovative platform that simplifies estate planning for both advisors and clients. Over half of the population does not have an estate plan or will set in place, and often, the hardest part about estate planning is starting the conversation. David shares his insights on the two most significant problems the population faces surrounding estate planning. He goes on to explain how Vanilla’s platform is suited to demystify these troubles many clients face in order to guide them toward a future that will protect their loved ones. Vanilla’s tools not only facilitate the estate planning process but also contains an educational component so that clients can learn along with advisors. Additionally, he talks about advisors who can utilize attorneys to help answer questions and review documents. This podcast illustrates how estate planning does not need to be complex nor feared; all it takes is preparation and guidance, which David highlights in their platform’s latest update — Vanilla 2.0. His insights even extend to strategies for achieving and sustaining optimal health. Learn more about estate planning and achieving a healthier lifestyle in this podcast!

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