Get More Joy from Giving with a Philanthropic Plan
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…
Financial Planning
The Gift of a Legacy Letter
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,…
Five Strategies to Maximize Philanthropic Giving
‘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…
Selecting the Right Trustee: Key Considerations for Your Trust
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…
Financial Steps to Take When a Loved One Passes Away
No matter the circumstances, the death of a loved one is traumatic. And when it falls to you to make decisions and carry out important…