NuVista Way In Action

See how our personalized process helps our clients make smart financial decisions, minimize taxes, preserve wealth, and create meaningful legacies. Through real-world success stories, the below stories demonstrate how the NuVista Way transforms lives and empowers clients to achieve their goals with clarity and confidence.

How NuVista Wealth Can Potentially Help Save on Taxes

How NuVista Wealth Can Potentially Help Save on Taxes

Our client, a widow, had moved all her assets from her late husband's irrevocable trust into her own trust years ago. It seemed like a thoughtful step to ensure her children would benefit from receiving a step-up in basis upon her passing. However, upon closer examination, we found that her home—a property that had appreciated substantially since her husband’s passing 18 years ago—was still titled incorrectly.

How NuVista Wealth Can Potentially Help Save on Taxes