It’s not enough to just think about your legacy! Preparing an organized and well-communicated estate transition can be a huge blessing to your heirs. Here are some guiding questions and resources.

Yet another tax proposal has been released as the House struggles to reach a compromise amidst Biden's economic agenda. Here are some updates from the newest proposal including: income taxes, capital gains, estate taxes, Roth conversions, and more.

On September 13, 2021, the House Ways and Means Committee released its tax plan. This is from the Committee and must still go before the entire House, and the Senate has yet to develop its own proposal. Still, the current Committee language does much to solidify the Administration’s position on estate taxes and estate planning strategies.

There is nothing that can prepare you for the grief of losing your spouse. There are many decisions to be made, but some can and should wait. Here are some helpful handholds to hang on to if you've recently been widowed or know someone who has.

With big changes in the markets and tax laws, this summer is a great time to reflect on the status of your estate and portfolio.

Kings Path Partners provides financial planning and education services to help clients define and pursue their financial and estate goals. Give us a call today!

Are you trying to decide between taking a lump sum or annuity from your pension or retirement package? Here are some questions to consider before deciding.

Dynamic markets create many opportunities to review your current situation and re-evaluate your estate planning strategies. Too busy? We can help!

Are trusts right for you? Here are some misconceptions and common areas of confusion to address as you consider how to design a trust according to your vision and values.

Family Trusts by Goldstone, Hughes Jr., and Whitaker will help you answer: “What is the reason for my trust?” and “Will this trust enhance the lives of the beneficiaries?”