NEW: Live chat is now available in Vanilla
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| Nov 10, 2026 12:57 PM | NEW: Live chat is now available in Vanilla (this email) | |
| Nov 9, 2026 2:05 PM | CE Webinar: Year-End Gifts to Family: What’s New in 2026 | |
| Nov 5, 2026 12:04 PM | Year-End Gifting Under the New 2026 Rules | |
| Nov 4, 2026 3:04 PM | How to Bring the Next Generation Into a Client’s Charitable Giving | |
| Oct 30, 2026 5:32 PM | Tripling estate reviews with Vanilla | |
| Oct 30, 2026 1:04 PM | Estate documents, signed and notarized without the extra trip | |
| Oct 28, 2026 11:37 AM | National Estate Planning Awareness Month, Part 4 of 4 |
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