Vistica Blog
Facilitating Open Communication: Financial Advisors and Family Wealth Transfer Meetings
Facilitating open communication about wealth transfer is vital to ensure the longevity and harmony of family wealth. Here’s how you can work with your financial advisor to foster transparent discussions and build trust among family members.
A Recent Amendment to Supplemental Security Income Regulations Will Help the Disability Community
The Social Security Administration (SSA) recently amended its Supplemental Security Income (SSI) regulations. This federal program provides financial assistance to elderly, blind, and disabled individuals with limited income and resources.
Estate Planning Tips: How to Avoid Common Pitfalls
Estate planning is a crucial aspect of financial management that ensures your assets are distributed according to your wishes after you pass away. However, even the most well-intentioned plans can go awry if not carefully crafted and regularly updated.
Planning for Children with Disabilities Using Evidence-Based Strategies
Caring for a child with a disability requires careful planning, extensive research, and a deep understanding of the available resources and strategies.
What You Should Know About Communication with Your Financial Advisor
As a financial advisor, maintaining clear and effective communication with clients is one of the most critical aspects of my job. Here’s what you should expect regarding communicating with your financial advisors and how setting the right expectations can lead to a more productive partnership.
Navigating the Complexities of Special Needs Trusts: A Guide to Protecting Your Loved One
Caring for a loved one with special needs is a deeply personal journey filled with unique challenges and responsibilities. Among the many considerations that caregivers face, financial planning is paramount.
Guardianship and Beyond: Essentials for Special Needs Estate Planning
Estate planning is especially significant for individuals with special needs. Proper planning ensures their unique requirements are met during their lifetime and after they pass away.
Building a Comprehensive Special Needs Life Care Plan
When you have a loved one with special needs, ensuring their well-being and quality of life is a top priority. A comprehensive special needs life care plan is crucial in providing long-term care and support for individuals with disabilities.
The Unique Financial Needs of Dental Practice Owners
Owning a dental practice isn’t just a profession; it's also a business. While the primary focus for dentists is providing excellent dental care to their patients, dental practice owners must also navigate the complex world of finances to ensure the sustainability and success of their practices.
If opportunity doesn’t
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