How your property passes to your heirs may be the most important decision you make. At Vista Wealth Management our goal is to help preserve your wealth, and ensure that there’s a structure in place to pass your assets on appropriately and efficiently. Vista’s professionals have been advising clients on their estate plans, trust structures, and trust tax returns for many years. Our estate planning experts can develop estate plans or modify existing plans by working directly with you and your estate attorney.

Vista can facilitate discussions that address the most important estate planning topics such as:

• Who do you want to inherit your assets, and how should they be shifted?
• Who do you trust to protect your property for your minor children?
• Who should succeed you as owner of your business?
• What is the potential tax liability – and how will it be funded?
• Who should manage your affairs if you’re unable to do so?