U.S. has been making it easier for people to access long-term savings for emergencies, trading...
Archive - June 2020
How a Charitable Remainder Trust Works
The most well-known ‘death’ tax is the Federal Estate and Gift Tax. However, the reality is that...
How Can You Disinherit Someone and Be Sure it Sticks?
Parents may delay creating an elder law estate plan, because of the in-law issue. Some parents are...
Why You Need an Estate Plan, Especially Now
It's never too early to start working on how your things will be handled, once you pass away.
What If the Coronavirus Leaves Me Critically Ill?
With some cases of COVID-19, patients are dying in isolation. The sorrowful stories are a grim but...
What Is a Power of Attorney?
One essential component of your financial plan involves designating power of attorney to someone...
Small Business Celebration Podcast: Robert Brumfield Featured on Episode #078
A few weeks ago I had the opportunity to be a guest on Michael Roberts’ Small Business...
Social Security Issues, if You’re Self-Employed
When you work for someone else, that company or organization takes Social Security taxes out of...
What Should I Keep in My Safety Deposit Box?
In today’s digital age, in which seemingly anything that matters is stored virtually in the cloud...
Are You Making the Most of the SECURE and CARES Acts?
There have been several law changes that affect IRAs passed since December 2019.