by Kimball Creek Partners | Jul 13, 2021 | Kimball Creek Videos
In July of 2019, the Long-Term Services and Supports Trust Program legislation became law, now referred to as the WA Care Fund. We are writing to you because this law will take effect this coming January 2022 and will impact your paychecks if you are a W-2 employee....
by Kimball Creek Partners | Jun 8, 2021 | Kimball Creek Blog, Kimball Creek Videos
In the world of sports, games are won and lost on the practice field. We do not think it is a stretch to say that the same is true for taxes. It is about preparation. Now that tax season is over, and before you shelve your tax return for the next 9 months, we suggest...
by Kimball Creek Partners | May 6, 2021 | Kimball Creek Videos
Today we are talking about charitable giving strategies. Donations in Kind are a powerful way to efficiently give to charitable causes. These direct gifts are a great way to help charitable organizations, while reducing your tax bill. These types of donations are not...
by Kimball Creek Partners | Apr 28, 2021 | Kimball Creek Videos
What is the most important question to ask before setting financial goals? In Lewis Carol’s famous novel Alice in Wonderland, Alice asks the Cheshire Cat what fork in the road to take. The Cheshire Cat replies, “That depends a good deal on where you want to get to.”...
by Kimball Creek Partners | Apr 15, 2021 | Kimball Creek Videos
Because we have helped a lot of individuals through both the planning and the sorting process, we have learned that inattention and procrastination can hurt family wealth. Although some estate planning is better than none, sometimes people address wealth transfer...
by Kimball Creek Partners | Apr 7, 2021 | Kimball Creek Videos
In terms of political turmoil, the 60’s and 70’s can be considered analogous to today. For example, in 1968 the USA was involved in the Vietnam war, Martin Luther King was assassinated, and there was a great deal of protests and even violent demonstrates as...
