Estate Planning in Reston Virginia

VISTA Wealth Strategies LLC is a holistic, independent estate planning firm in Reston, Virginia. We plan for the ownership of your assets during your lifetime and the transfer of wealth as part of your legacy and estate planning.

We bring a holistic approach to the services we provide with the goal of simplifying your financial life. We review your estate planning documents, beneficiary designations, and charitable intentions to incorporate them into your plan.

If you’re like the majority of our clients, putting an estate plan in place or reviewing the one you have is not a high priority. Why is that? Maybe it’s because it requires thinking about a time in the future when you won’t be around to enjoy the life you have today. Maybe it’s because you don’t feel you have accumulated “enough” wealth to worry about leaving to others. Maybe it’s because you haven’t been able to decide who you trust to take care of your children or financial affairs if you are seriously ill or die and it’s easier to ignore than to address.