This holiday season, consider giving a gift from the heart: a legacy letter. Vista’s Director of Legacy Planning, Julia Tierney, CFP® and Chief Growth Officer, Rob Greenman, CFP® share more about the concept of a legacy letter and how to write one.
This holiday season, consider giving a gift from the heart: a legacy letter. Vista’s Director of Legacy Planning, Julia Tierney, CFP® and Chief Growth Officer, Rob Greenman, CFP® share more about the concept of a legacy letter and how to write one.