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Estate Planning

Protecting What’s Yours (After You Pass) Part 2: Step-by-Step Estate Planning

Submitted by Desmond Wealth Management, Inc. on February 18th, 2022

In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. If you’ve been putting off your estate planning, taking the initial steps can be daunting — but liberating. So, let’s get started today, one hurdle at a time.

 

Tags:
  • Estate Planning
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Protecting What’s Yours (After You Pass) Part 1: The Importance of Estate Planning

Submitted by Desmond Wealth Management, Inc. on January 17th, 2022

Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but there’s no escaping death and taxes.

So why do so many families put off their essential estate planning until push comes to shove?

 

Estate Planning Is an Act of Love

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  • Estate Planning
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Six Financial Best Practices for Year-End 2021

Submitted by Desmond Wealth Management, Inc. on December 11th, 2021

Believe it or not, another year has rounded third base and is dashing toward home plate. That said, there’s still time to make a few good plays in 2021 while positioning yourself to score more in the year ahead. Here are six financial best practices for the record books. 

Tags:
  • Charitable Giving
  • Estate Planning
  • Retirement
  • Tax Deductions
  • Tax Gain Harvesting
  • Tax Planning
  • Year-End
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Tax Planning in Turbulent Times Part 1: The Tools of the Tax-Planning Trade

Submitted by Desmond Wealth Management, Inc. on October 16th, 2021

Whether you’re saving, investing, spending, bequeathing or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No wonder people get nervous when there’s lots of talk about higher taxes, but little certainty on what may come of it, and who it might affect. 

Tags:
  • 401(k)
  • 529 Plans
  • DAF (Donor-Advised Fund)
  • Emergency Fund
  • Estate Planning
  • Financial Planning
  • HSA (Healthcare Savings Account)
  • Retirement
  • Roth IRA
  • Tax Planning
  • Traditional IRA
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Avoid Estate Taxes, and Plenty of Other Taxes, with a Plan!

Submitted by Desmond Wealth Management, Inc. on June 15th, 2016

Words like "hero" and "icon" get tossed around pretty casually these days, but the world lost a true card-carrying legend, last week, with the passing of boxer Muhammad Ali, after a long and public battle with Parkinson's disease. Ali first gained fame in the ring, of course, floating like a butterfly and stinging like a bee.

Tags:
  • Estate Planning
  • Tax Planning
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