Estate planning

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 the amount of assets that […]

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 Federal lifetime estate tax exemption is scheduled to sunset at the end of 2025. Barring any changes from Congress, the federal estate exemption is set to decrease from around […]

Contemplating end-of-life decisions can be difficult enough without considering the complexities of estate planning. It’s no wonder, then, that almost half of all Americans do not have a will, according […]

The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 introduces sweeping changes to retirement legislation. Here are three new rules that might impact you.

If you haven’t checked your beneficiary designations lately, you might want to review them. Keeping beneficiaries current can prevent a host of headaches down the line.

Given multiple changes to federal estate tax laws over the past decade, many high-net worth individuals are suffering from estate planning fatigue. Despite the uncertain tax environment, however, estate planning […]

Coordination between an investor, investment advisor, and an estate attorney can help turn what can be a complicated puzzle into a plan.

Despite having an up-to-date will, you may not have selected the best way to pass a retirement account on to heirs.

A trustee’s duties may require expertise in collecting estate assets, filing tax returns, managing investments and interacting with trust beneficiaries. Determining whom to appoint as trustee is an important […]