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Founded in 2019, Vanilla`s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for clients that would be subject to the estate tax. It quickly became clear that the application and need was much broader than originally contemplated. Today`s estate planning tools—for advisors, lawyers, and consumers alike—are significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning. Vanilla was created to squeeze the inefficiency out of document preparation, increase an advisor`s and a client`s understanding of their estate, and to demystify the challenges of dealing with estates post-death.
Pulaski Financial Corp. is the holding company for Pulaski Bank (the Bank). The Companys primary asset is its investment in the Bank, but it also maintains investment and mortgage-backed securities portfolios for liquidity.
Mission Valley Bank is one of the leading providers in Financial Services. It is based in San Diego, CA. To find more information about Mission Valley Bank, please visit www.missionvalleybank.com
First Trust Portfolios L.P. is one of the leading providers in Financial Services. It is based in Indianapolis, IN. To find more information about First Trust Portfolios L.P., please visit www.ftportfolios.com
State Department Federal Credit Union is a Alexandria, VA-based company in the Financial Services sector.