The Sunset is Coming: Should You Act Now?
This January, the federal estate and gift tax exemption increased to nearly $14 million per person, or $28 million for a couple. The exemption is…
This January, the federal estate and gift tax exemption increased to nearly $14 million per person, or $28 million for a couple. The exemption is…
2023 was a remarkable year to be an investor. The year began with headline recession warnings on the heels of double-digit declines in the U.S….
In this season of giving, donating time and money to cherished organizations can be a tremendous source of joy. And for those who create a…
Last month, I met with a couple who found themselves in a real pickle. After decades of saving into their 401k’s and exercising company stock…
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,…