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Family

Plan 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.

Tags:
  • Estate Planning
  • Family
  • Family Wealth
  • Financial Planning
  • Inheritance
  • Read more

Tax and Personal Finance Tips for New Parents

Submitted by Desmond Wealth Management, Inc. on May 11th, 2023

Expanding your family? Whether you’re in the planning stages or your bundle of joy has already arrived, raising a child is one of life’s greatest joys — and biggest expenses — and we're not just talking about the costs of college.

Tags:
  • 529 Plans
  • Children
  • Education Funding
  • Emergency Fund
  • Estate Planning
  • Family
  • Financial Planning
  • Inheritance
  • Power of Attorney
  • Savings
  • Tax Credit
  • Tax Deductions
  • Read more

Sec 529 College Savings Plan Features and Tax Benefits

Submitted by Desmond Wealth Management, Inc. on May 8th, 2023

A common question parents have is, “How might I save for a child’s post-secondary education in a tax-beneficial way?” The answer depends on how much the education is expected to cost and how much time is left until the child heads off to college or a university or enters an apprenticeship program.

Tags:
  • 529 Plans
  • Children
  • Education Funding
  • Family
  • Gift Tax
  • investment
  • Savings
  • Read more

Start Off on the Right Foot for the 2023 Tax Year

Submitted by Desmond Wealth Management, Inc. on January 29th, 2023

Individuals and small businesses should consider various ways of starting off on the right foot for the 2023 tax year.

 

W-4 Updates

Tags:
  • 529 Plans
  • Business
  • Charitable Giving
  • Children
  • Family
  • Retirement
  • Tax Planning
  • tax return
  • Read more

Common Family Tax Mistakes

Submitted by Desmond Wealth Management, Inc. on December 27th, 2022

When it comes to transactions between family members, the tax laws are frequently overlooked, if not outright trampled upon. The following are some commonly encountered situations and the tax ramifications associated with each.

 

Renting to a Relative

Tags:
  • Children
  • Estate Planning
  • Family
  • Financial
  • Gift Tax
  • Loans
  • Rentals
  • Tax Planning
  • tax return
  • Withholding
  • Read more
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