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Brian C. Perlin
Miami, Florida
Has prepared over 4,000 estate plans & administered over 600 estates in South Florida.
Interests: healthy living, vegan, estate planning, Breaking Bad, House MD, Starbucks, living in downtown Miami
Recent Activity
“We want a larger number of law enforcement officers, social workers and concerned individuals who have heightened understanding about elder abuse, its signs, what to do when it’s spotted, because that’s really going to be the key.” Kansas Attorney General Derek Schmidt recently announced a new initiative that aims to... Continue reading
Posted 1 hour ago at Perlin Estate Planning
“Your retirement could have an impact on your children, especially if you plan to move or are helping them financially.” Baby boomer parents need to add an item to their retirement checklist: having “the talk” with their kids about how their lives will change in retirement. US News & World... Continue reading
Posted 3 days ago at Perlin Estate Planning
“If you want to make sure someone other than your estranged spouse is able to plan your funeral, you need to have a new Health Care Directive put in place.” Kate Spade and Anthony Bourdain were both separated from their spouses at the time of their deaths. Although it’s believed... Continue reading
Posted 4 days ago at Perlin Estate Planning
“An executor has many duties, including paying off debt.” When a person passes away, the executor of the will is responsible for paying off the decedent’s debts. Paying off debt is one of the most important tasks of an executor, says nj.com in a recent article that asks, “What happens... Continue reading
Posted 5 days ago at Perlin Estate Planning
“Don’t forget about your pets when making your estate plan.” Many folks forget about what would happen to their pets, if they were no longer there to provide a safe and happy home for them. The Milwaukee Community Journal’s recent article, “What Happens to Your Pet When You Die–How to... Continue reading
Posted 6 days ago at Perlin Estate Planning
“Budget legislation recently signed by the Governor introduced an important new pre-foreclosure notice specifically addressing defaults triggering reverse mortgage foreclosures affecting senior homeowners, while also making a technical fix to changes governing pre-foreclosure notices and settlement conferences for reverse mortgages that were signed into law in 2017.” Reverse mortgages are... Continue reading
Posted 7 days ago at Perlin Estate Planning
“Waiting to take Social Security is a Janus-like dilemma. You'll receive a higher benefit, but it will cost you if you need to withdraw money from your portfolio.” Forbes’ recent article, “Social Security Benefits: Getting Paid To Wait,” explains that retirement withdrawals create what money managers call "opportunity risk." This... Continue reading
Posted Jul 6, 2018 at Perlin Estate Planning
“When it comes to estate planning, there is no one size fits all. We all have our own family dynamics and our own beliefs as to what is right and wrong. Our estate plan should reflect our desires, not others’.” It’s not uncommon these days to meet an older couple... Continue reading
Posted Jul 5, 2018 at Perlin Estate Planning
“Financial implications are likely not at the top of the list for gay couples deciding to declare their devotion in matrimony, but there are several to consider.” The U.S. Supreme Court ruled same-sex couples nationwide could legally wed in June 2015, and gay couples have been getting hitched ever since.... Continue reading
Posted Jul 4, 2018 at Perlin Estate Planning
“Think you don't need a will? Think again. A will isn't just about dividing your assets, it's also about who cares for your children. If you don't want a court to make these decisions for you, draft a will now. When your will is executed, all your wishes will be... Continue reading
Posted Jul 3, 2018 at Perlin Estate Planning
“Anthony Bourdain chased gusto all over the planet, occasionally tracking into war and disaster zones along the way. There were moments when he could’ve gotten in over his head and never come home. A personal disaster plan would have been the responsible way to approach that kind of life. From... Continue reading
Posted Jul 2, 2018 at Perlin Estate Planning
“When it comes to planning for your estate, you should treat these digital assets in the same way you would treat your other valuable assets.” Can you see a world without the internet and smartphones? You probably shudder at the thought. According to the Pew Research Center, "about a quarter... Continue reading
Posted Jun 29, 2018 at Perlin Estate Planning
“The estate of Michael Jackson sued ABC and parent company Disney on Wednesday, saying a recent documentary on the singer's last days improperly used his songs, music videos and movie clips.” A copyright infringement lawsuit that was recently filed in Los Angeles federal court claims that "The Last Days of... Continue reading
Posted Jun 28, 2018 at Perlin Estate Planning
“Are you considering working, while collecting Social Security as part of your retirement? Even if you're thinking about occasionally working part-time, when it comes to working and earning Social Security, you've got to be careful.” If you work while collecting Social Security, you need to be aware that if you... Continue reading
Posted Jun 27, 2018 at Perlin Estate Planning
“As a nation, we are aging rapidly. According to the U.S. Census Bureau, America's 65-and-over population is projected to nearly double to 88 million by 2050.” In many U.S. families, children and parents are going to be switching roles. As parents age, they’re becoming their own kids’ children in many... Continue reading
Posted Jun 26, 2018 at Perlin Estate Planning
“A successful estate plan also includes provisions allowing your family members to access or control your assets, should you become unable to do so yourself.” Many people think that having an estate plan just means drafting a will or a trust. That is not true. There’s much more to add... Continue reading
Posted Jun 25, 2018 at Perlin Estate Planning
“Whether you are leaving a huge financial windfall behind for your offspring or a smaller monetary account, it is important to create an estate plan which allows greater control, privacy and security of your legacy.” Estate planning can be thought of as the process of anticipating and arranging, during an... Continue reading
Posted Jun 22, 2018 at Perlin Estate Planning
“Whether you are remarrying after a divorce or the death of a spouse, it is important to enter your new marriage with smart financial planning.” There are many questions that need answers when you remarry. One key question is how you’ll handle your current financial needs and future financial wishes,... Continue reading
Posted Jun 21, 2018 at Perlin Estate Planning
“George Michael’s ex-boyfriend has joined the battle for a slice of the late superstar’s millions.” The Careless Whisper singer, who passed away in December 2016, left his multi-million estate and properties to his two sisters Melanie and Yioda. However, Trust Advisor’s recent article, “George Michael Exes in Legal Fight” reports... Continue reading
Posted Jun 20, 2018 at Perlin Estate Planning
“First-time home-buyers are often surprised by the requirements of obtaining a mortgage, especially when it comes to the down payment. One way you can improve your chances of getting a home loan, is by putting at least 20% down at the time of purchase.” Forbes’ recent article asks, “Should You... Continue reading
Posted Jun 15, 2018 at Perlin Estate Planning
“While most Americans haven’t saved enough for retirement—GOBankingRates reports that 42 percent of us have less than $10,000 saved and expect to retire “broke”—the future for freelancers looks especially bleak.” More than one in three workers today are doing on-demand work, like driving for Uber and Lyft, renting their homes... Continue reading
Posted Jun 14, 2018 at Perlin Estate Planning
“Your legacy differs from your estate, in that it represents more than the things you own—it embodies your purpose. At the end of your life, your legacy will be the imprint you leave on this earth and the meaning your life leaves behind.” Forbes’ recent article, “Why You Should Consider... Continue reading
Posted Jun 13, 2018 at Perlin Estate Planning
“It’s been 16 years since Victor Posner passed away, but the legal war over the remnants of the master corporate raider’s real estate empire lives on.” The former-girlfriend-turned-business-associate of corporate raider Victor Posner, who was named the primary beneficiary of his $321 million estate in 2002, filed a lawsuit against... Continue reading
Posted Jun 12, 2018 at Perlin Estate Planning
“How do you choose where to retire?” People nearing or just beginning their retirement may have plenty of life experience under their belts, but many are enjoying at least one brand-new feeling: a sense of freedom. At 60, the majority of people shift from saying where they live is determined... Continue reading
Posted Jun 11, 2018 at Perlin Estate Planning
“Does your financial plan have a hole in it? Check to see if you have all five of the critical areas covered.” The road to retirement continues to get more and more complicated. There are new products, new rules and new technologies. You need a guide. There are many of... Continue reading
Posted Jun 8, 2018 at Perlin Estate Planning