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!

In the midst of recent events, the United States legislature has passed the CARES (Coronavirus, Aid, Relief and Economic Security) Act.

Are you finding yourself “stockpiling” your financial resources? A donor-advised fund empowers donors to give in the good times & bad.

The growth of donor-advised funds has been outpacing the growth of all other giving vehicles. Donor-advised funds, or DAFs, are 501(c)3’s designed to simplify charitable giving; allowing donors to stage out their giving while also optimizing their charitable deductions.

Tips for making the most of your philanthropy when giving to victims of Hurricane Harvey.

The proposed charitable deduction tax reform would reduce the percentage of American taxpayers who itemize and take the charitable deduction from 25% to 5%. This could cost the nonprofit sector billions in lost revenue.