Estate Planning
Basic Estate Planning
Submitted by Desmond Wealth Management, Inc. on June 12th, 2023Plan Ahead To Leave a Lasting Legacy
Submitted by Desmond Wealth Management, Inc. on June 11th, 2023
In the unfortunate event that you should pass away without an estate plan (or at the very least, a will) in place, several potentially distressing things can happen. Not only can it cause a lot of unnecessary stress during the grieving process, but it also requires a major time and financial commitment from your loved ones as well.
Tax and Personal Finance Tips for New Parents
Submitted by Desmond Wealth Management, Inc. on May 11th, 2023Healing What Hurts: The Essential Role of a Financial Therapist
Submitted by Desmond Wealth Management, Inc. on May 11th, 2023Are You Confused About Investment Costs? Part 2: Custodian/Brokerage Costs
Submitted by Desmond Wealth Management, Inc. on March 8th, 2023Common Family Tax Mistakes
Submitted by Desmond Wealth Management, Inc. on December 27th, 2022Protecting What’s Yours (While You’re Alive)
Submitted by Desmond Wealth Management, Inc. on July 25th, 2022
Whether due to disability, dementia, or simply enjoying an exotic vacation, there are many ways you can end up unavailable to make critical financial or health care choices for yourself or your loved ones. If you’ve not documented your desires in advance, it can add extra stress for everyone, plus the outcomes may not be what anyone had in mind!
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.
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