Download: 2021 Year-End Wealth Planning Guide

Estate PlanningFinancial PlanningFamilies and WealthTax
Written By Kings Path Partners

There are many planning strategies you can take before the year ends to help potentially reduce your 2021 tax liability and maximize your financial plan as we move into 2022. Most investment-related strategies must be complete by December 31, 2021, so it is important to act now.

In this guide, we provide many different strategies to consider according to you and your family's specific goals and financial situation. If you need any assistance thinking these through or implementing these, contact us.

 
2021 end of year wealth financial planning guide checklist
Kings Path Partners

Kings Path Partners is an independent advisor guiding individuals, families, and foundations in the stewardship of wealth. We provide personalized financial and investment consulting services for clients desiring to steward their financial resources well. Our commitment is to put your interests first, serving and guiding you with honesty, respect, and care. We seek to significantly raise the bar of personalized service provided by the financial adviser industry.

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Kings Path Partners, LLC (KPP) is an SEC-registered investment advisory business based in Sugar Land, Texas. KPP has published this article for informational purposes only. To the best of our knowledge, the material included in this article was gathered from sources KPP believes to be accurate and reliable. That noted, KPP cannot guarantee that this information is accurate and complete and cannot be held liable for any errors or omissions. Readers have the responsibility to independently confirm the information herein. KPP does not accept any liability for any loss or damage whatsoever caused in reliance upon such information. KPP provides this information with the understanding that it is not engaged in rendering legal, accounting, or tax services. In particular, none of this published material should be considered advice tailored to the needs of any specific investor. KPP recommends that all investors seek out the services of competent professionals in any of the aforementioned areas. With respect to the description of any investment strategies, simulations, or investment recommendations, KPP cannot provide any assurances that they will perform as expected and as described in this article. Past performance is not indicative of future results. Every investment program has the potential for loss as well as gain.

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