Explore more resources from Kingsview Wealth:
When Adult Children Start Managing Mom and Dad’s Money
It usually starts with a favor. You notice a stack of unopened mail on your father's counter, or your mother ...
Jul 22, 2026, 10:01:34 AM
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Kingsview Wealth
Quick Answers: Will vs. Trust — Which Fits Your Situation?
A will and a trust both answer the same basic question: what happens to your money, property, and ...
Jul 1, 2026, 9:42:34 AM
Kingsview Wealth
The Household CFO Problem: What Happens When One Spouse Knows Everything
A household financial plan should not depend on one person being alive to explain it.
Jun 30, 2026, 10:37:39 AM
Kingsview Wealth
Ask Tim: The True Cost of Being a Las Vegas Raiders Fan
Summer has arrived, which means the calendar is full of camp gear, baseball scores, sunscreen arguments, and ...
Jun 24, 2026, 10:25:56 AM
Tim Lux, CFP®, CPFA®
Beyond the Gala Table: Charitable Giving Strategies for High-Net-Worth Families
For high-net-worth families, charitable giving eventually becomes part of the family’s financial ...
Jun 16, 2026, 2:33:08 PM
Kingsview Wealth
How DSTs Help Real Estate Owners Step Away — Without Generating a Massive Tax Bill
The offer looks good until the tax estimate lands.
Jun 9, 2026, 11:18:01 AM
Kingsview Wealth
Ask Tim: Early Retirement and Liquidity Crunch Incoming!
You may have noticed a short, stealthy break last week, part family vacation, part impromptu pilgrimage to ...
Apr 28, 2026, 8:30:00 AM
Tim Lux, CFP®, CPFA®
Probate 101: What It Is and How to Avoid It
Probate is the legal process of validating a will and distributing property after death. Courts supervise the ...
Jan 27, 2026, 8:00:00 AM
Kingsview Wealth