--- title: Kingsview Wealth Blog | Estate & Legacy description: Estate & Legacy | Finance and investment news, insights, and resources from Kingsview's fiduciary wealth managers. --- [![Kingsview Wealth](https://resources.kingsviewwealth.com/hs-fs/hubfs/KVW%20--%20Brand%20Assets/KVW-logo-dark.png?width=215&height=49&name=KVW-logo-dark.png "Kingsview Wealth")](https://kingsviewwealth.com/) - [HOME](https://kingsviewwealth.com/) - [OUR SERVICES](https://kingsviewwealth.com/services/) - [RESOURCES](https://kingsviewwealth.com/resources/) [GET STARTED](https://kingsviewwealth.com/contact-us/) - [HOME](https://kingsviewwealth.com/) - [OUR SERVICES](https://kingsviewwealth.com/services/) - [RESOURCES](https://kingsviewwealth.com/resources/) [GET STARTED](https://kingsviewwealth.com/contact-us/) Explore more resources from Kingsview Wealth: [All posts](https://resources.kingsviewwealth.com/articles) [Retirement Planning](https://resources.kingsviewwealth.com/articles/tag/retirement-planning) [Market Insights](https://resources.kingsviewwealth.com/articles/tag/market-insights) [Investment Strategy](https://resources.kingsviewwealth.com/articles/tag/investment-strategy) [Tax Optimization](https://resources.kingsviewwealth.com/articles/tag/tax-optimization) [Estate & Legacy](https://resources.kingsviewwealth.com/articles/tag/estate-legacy) [Business Owner Strategies](https://resources.kingsviewwealth.com/articles/tag/business-owner-strategies) [Insurance](https://resources.kingsviewwealth.com/articles/tag/insurance) [Kingsview Insights](https://resources.kingsviewwealth.com/articles/tag/kingsview-insights) [Retirement Planning](https://resources.kingsviewwealth.com/articles/tag/retirement-planning) [Estate & Legacy](https://resources.kingsviewwealth.com/articles/tag/estate-legacy) [Investment Strategy](https://resources.kingsviewwealth.com/articles/tag/investment-strategy) ### The Fed and AI: What Investors Should Think About for the Long Term The Nobel Prize-winning economist Paul Romer once wrote that “economic growth springs from better recipes, ... Sep 1, 2026, 1:19:24 PM ![Kingsview Wealth](https://resources.kingsviewwealth.com/hs-fs/hubfs/KVW%20--%20Brand%20Assets/KVP-background1%20(2).png?width=32&height=32&name=KVP-background1%20(2).png) Kingsview Wealth [Retirement Planning](https://resources.kingsviewwealth.com/articles/tag/retirement-planning) [Estate & Legacy](https://resources.kingsviewwealth.com/articles/tag/estate-legacy) [Investment Strategy](https://resources.kingsviewwealth.com/articles/tag/investment-strategy) ### October 15th Tax Extension, Penalties, and Next Steps Your federal tax return is late. The Form 4868 in your records protected the filing deadline through October ... Sep 1, 2026, 10:21:05 AM ![Kingsview Wealth](https://resources.kingsviewwealth.com/hs-fs/hubfs/KVW%20--%20Brand%20Assets/KVP-background1%20(2).png?width=32&height=32&name=KVP-background1%20(2).png) Kingsview Wealth [Estate & Legacy](https://resources.kingsviewwealth.com/articles/tag/estate-legacy) ### 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 ![Kingsview Wealth](https://resources.kingsviewwealth.com/hs-fs/hubfs/KVW%20--%20Brand%20Assets/KVP-background1%20(2).png?width=32&height=32&name=KVP-background1%20(2).png) Kingsview Wealth [Estate & Legacy](https://resources.kingsviewwealth.com/articles/tag/estate-legacy) ### 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](https://resources.kingsviewwealth.com/hs-fs/hubfs/KVW%20--%20Brand%20Assets/KVP-background1%20(2).png?width=32&height=32&name=KVP-background1%20(2).png) Kingsview Wealth [Retirement Planning](https://resources.kingsviewwealth.com/articles/tag/retirement-planning) [Estate & Legacy](https://resources.kingsviewwealth.com/articles/tag/estate-legacy) [Investment Strategy](https://resources.kingsviewwealth.com/articles/tag/investment-strategy) ### 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](https://resources.kingsviewwealth.com/hs-fs/hubfs/KVW%20--%20Brand%20Assets/KVP-background1%20(2).png?width=32&height=32&name=KVP-background1%20(2).png) Kingsview Wealth [Retirement Planning](https://resources.kingsviewwealth.com/articles/tag/retirement-planning) [Estate & Legacy](https://resources.kingsviewwealth.com/articles/tag/estate-legacy) [Tax Optimization](https://resources.kingsviewwealth.com/articles/tag/tax-optimization) [Investment Strategy](https://resources.kingsviewwealth.com/articles/tag/investment-strategy) ### 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®](https://resources.kingsviewwealth.com/hs-fs/hubfs/8_orgid_e8d45158-42d9-497d-b40d-3538ad3e2bdf.jpg?width=32&height=32&name=8_orgid_e8d45158-42d9-497d-b40d-3538ad3e2bdf.jpg) Tim Lux, CFP®, CPFA® [Retirement Planning](https://resources.kingsviewwealth.com/articles/tag/retirement-planning) [Estate & Legacy](https://resources.kingsviewwealth.com/articles/tag/estate-legacy) [Investment Strategy](https://resources.kingsviewwealth.com/articles/tag/investment-strategy) ### 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](https://resources.kingsviewwealth.com/hs-fs/hubfs/KVW%20--%20Brand%20Assets/KVP-background1%20(2).png?width=32&height=32&name=KVP-background1%20(2).png) Kingsview Wealth [Retirement Planning](https://resources.kingsviewwealth.com/articles/tag/retirement-planning) [Estate & Legacy](https://resources.kingsviewwealth.com/articles/tag/estate-legacy) [Investment Strategy](https://resources.kingsviewwealth.com/articles/tag/investment-strategy) ### 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](https://resources.kingsviewwealth.com/hs-fs/hubfs/KVW%20--%20Brand%20Assets/KVP-background1%20(2).png?width=32&height=32&name=KVP-background1%20(2).png) Kingsview Wealth [Retirement Planning](https://resources.kingsviewwealth.com/articles/tag/retirement-planning) [Estate & Legacy](https://resources.kingsviewwealth.com/articles/tag/estate-legacy) ### 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®](https://resources.kingsviewwealth.com/hs-fs/hubfs/8_orgid_e8d45158-42d9-497d-b40d-3538ad3e2bdf.jpg?width=32&height=32&name=8_orgid_e8d45158-42d9-497d-b40d-3538ad3e2bdf.jpg) Tim Lux, CFP®, CPFA® [Estate & Legacy](https://resources.kingsviewwealth.com/articles/tag/estate-legacy) ### 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](https://resources.kingsviewwealth.com/hs-fs/hubfs/KVW%20--%20Brand%20Assets/KVP-background1%20(2).png?width=32&height=32&name=KVP-background1%20(2).png) Kingsview Wealth [1](https://resources.kingsviewwealth.com/articles) [2](https://resources.kingsviewwealth.com/articles/tag/estate-legacy/page/2) [![Kingsview Wealth logo](https://resources.kingsviewwealth.com/hs-fs/hubfs/KVW%20--%20Brand%20Assets/KVW-logo-white.png?width=220&height=50&name=KVW-logo-white.png "Kingsview Wealth logo")](https://kingsviewwealth.com/) [HOME](https://kingsviewwealth.com/) [OUR SERVICES](https://kingsviewwealth.com/services) [RESOURCES](https://kingsviewwealth.com/resources) [GET STARTED](https://kingsviewwealth.com/contact-us/) © 2026 KINGSVIEW WEALTH. All Rights Reserved. *Investment advisory services are offered through Kingsview Wealth Management, LLC ("KWM"), an SEC Registered Investment Adviser. Insurance products and services are offered and sold through Kingsview Insurance Services, LLC ("KIS"), by individually licensed and appointed insurance agents. KWM and KIS are subsidiaries of Kingsview Partners.*