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…
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…
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,…
‘Tis the season for giving, and whether you’re a seasoned philanthropist or just starting your charitable journey, here are five strategies to help you maximize…
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…