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Sarah McDaniel on Muck Rack

Sarah McDaniel

As seen in: Wiley Online Library, Yahoo Finance, Observer, Yahoo, Robb Report, Her Campus, AllEvents, Roanoke Times, Financial Advisor, Vanilla
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Articles

August Is Make-A-Will Month: Are Your Clients as Covered as They Think?

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By Sarah McDaniel
| Vanilla
Share Every August, National Make-A-Will Month gives you a natural reason to raise a topic most clients quietly avoid: what happens to their assets, their minor children, and their wishes if they become incapacitated or pass away. It’s a low-pressure calendar hook for a high-value conversation and it’s one worth having with every client and prospect, not just your largest accounts. Only about a quarter of American adults currently have a will in place.
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The Estate Planning Conversation Hiding at the Lake House

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By Sarah McDaniel
| Vanilla
All Webinars & Videos Guides Client materials Blog In The News Share Holiday gatherings bring the whole family together; the same people who need to align on estate plans, heirlooms, and generational transfers. Here’s how to show up as an invaluable resource before, during, and after. When families gather, decisions get made It’s no coincidence that some of the most meaningful estate planning conversations happen around a kitchen table or on a porch in July.
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An Advisor’s Guide to Helping Clients Navigate Market Volatility

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By Sarah McDaniel
| Vanilla
Share A 2026 analysis of more than 12,000 advisor-client meetings found that 72% of clients express interest in estate planning but defer. Only 26% move forward. Most clients aren’t opposed — they’re waiting for a reason to act now. Volatile markets provide one. When markets are turbulent, it’s a smart time to revisit estate planning. While the instinct might be to pause and wait for stability, volatile periods can actually open up strategic opportunities.
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