Legacy planning

Wondering when—and how—to pass on wealth to loved ones? A candid conversation explores the emotional side of giving, with practical takeaways on timing, fairness, and legacy planning.

Deciding between a donor-advised fund or private foundation to facilitate your family’s charitable giving? Learn key differences in how these vehicles are managed to find the right option for you.

Retirement isn’t the end of productivity, but an evolution – where success is measured not by output but by meaning, purpose, and how fully you live according to your values.

Philanthropy is more powerful when shared. Discover how to include your family in your giving journey to create a legacy of compassion and purpose.

Learn how to start sensitive conversations about inheritance with aging parents, focusing on strengthening family bonds while ensuring their wishes and legacy are properly honored.

Ready to take your giving up a notch? Learn how a philanthropic plan can help you clarify your values and make a bigger impact on the causes that matter to […]

A legacy letter is a gift from the heart for your loved ones. Our team shares more about what a legacy letter is and how to write yours.

Giving is about more than just reducing your taxes – it’s also about making a bigger impact. The Vista team discusses ways to increase your charitable giving throughout the year.

Finding your purpose can give more meaning to your later years – yet it often takes a backseat to financial planning. This conversation will inspire you to find purpose in […]

We share key insights on selecting and evaluating nonprofits, debunk common giving myths, and reveal strategies to ensure your charitable dollars create maximum impact.

Learn why many retirees struggle to spend their nest egg and discover strategies to find the right balance between preserving wealth and enjoying retirement fully.

Can money make you happy? For years, researchers have pondered this question, seeking the elusive sweet spot where people feel they have “enough.” What’s Happiness Worth? It turns out, “enough” […]