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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
“Surviving spouses don't have to repay every debt of a deceased spouse. Here's what you need to know.” It’s not uncommon for a senior to suddenly find himself the executor of his spouse’s will and have to face debt that was not taken out together. Let’s say that you’re 67,... Continue reading
Posted 10 hours ago at Perlin Estate Planning
“One of the biggest challenges for single parents, is learning to balance competing financial demands.” Whether they are single by choice, divorce or the death of a spouse, single parents typically don’t have the security of a second income or a safety net. They need a financial plan to prepare... Continue reading
Posted yesterday at Perlin Estate Planning
“Aretha Franklin reportedly left no will or trust when she died last Thursday, reports the Detroit Free Press.” CBS.com says in its article, “Report: Aretha Franklin left no will,” that Franklin’s four sons filed a document that designate themselves as interested parties in her estate. A document that was said... Continue reading
Posted 3 days ago at Perlin Estate Planning
“Rich people aren’t the only ones who need a will. Without this legal document, your state’s laws will govern how your assets are distributed.” Families with young children should add a clause to their wills that names a guardian, in the event the both parents are unable to provide care,... Continue reading
Posted Sep 7, 2018 at Perlin Estate Planning
“A college education is expensive, but for families with children with special needs, the costs could easily double.” The American College of Financial Services in Bryn Mawr, PA found that the average cost of rearing a child from birth to age 18 is about $250,000. However, rearing a child with... Continue reading
Posted Sep 6, 2018 at Perlin Estate Planning
“Legendary TV mogul Reg Grundy’s estranged daughter has stepped up her legal battle against his second wife, by claiming in court he was suffering from Alzheimer’s, when he chose to cut her out of his will…” The Daily Telegraph reports that 61-year-old Kim Robin Grundy—more commonly known as Viola La... Continue reading
Posted Sep 5, 2018 at Perlin Estate Planning
“The regulations will reflect tax law changes affecting 529 plans as they relate to tuition refunds, K-12 education and rollovers to an ABLE account for disability-related expenses.” The Internal Revenue Service (IRS) and Treasury Department recently announced that they plan to issue regulations on tax law changes that will impact... Continue reading
Posted Sep 4, 2018 at Perlin Estate Planning
“Accurate beneficiary designations are one of the most important aspects of a proper estate plan.” Did you know that if prepared incorrectly, your beneficiary designations can redirect your property from your intended recipients, create the need for additional court procedures and make an otherwise coordinated plan an administrative nightmare? Wealth... Continue reading
Posted Sep 3, 2018 at Perlin Estate Planning
“Once bitten and twice shy, Sandra Bullock is taking no chances on love this time around!” Sandra Bullock was betrayed by her ex-husband Jesse James’ trashy affairs. Because of this, the Oscar winner’s pending marriage with photographer Bryan Randall is contingent on his signing a prenuptial agreement. A prenuptial agreement... Continue reading
Posted Aug 31, 2018 at Perlin Estate Planning
“Here are the vital parts of Medicare, the costs, the eligibility rules and the consequence of missing the enrollment deadline.” Medicare was enacted in July 1965, as part of Title XVIII of the Social Security Act. Think Advisor’s article, “Essential Medicare Facts & Penalties Advisors Should Know on One Page,”... Continue reading
Posted Aug 30, 2018 at Perlin Estate Planning
“Driven mostly by employers’ desire to reduce their long-term liability exposure, pension plans have become increasingly rare.” It was common to get a pension when you worked for a company for 20 or 30 years, then retired with a gold watch and a complete package of retirement benefits. Investopedia’s recent... Continue reading
Posted Aug 29, 2018 at Perlin Estate Planning
“The new tax law has led some seniors to assume that they can delete estate planning from their to-do lists. But that is a dangerous assumption.” If your current will hasn't been updated in years, you may unintentionally shortchange or accidentally disinherit your loved ones. The new tax law in... Continue reading
Posted Aug 28, 2018 at Perlin Estate Planning
“Governor Andrew M. Cuomo today announced $8.4 million in state and federal funding to improve and expand services for vulnerable adults at risk of abuse, neglect or financial exploitation.” The Elder Abuse Interventions and Enhanced Multidisciplinary Teams Initiative was developed by the New York Office of Victim Services and state... Continue reading
Posted Aug 27, 2018 at Perlin Estate Planning
“There’s a time bomb ticking in many estate plans.” Forbes’ recent article, “Defusing The Time Bombs In Your Estate Plan,” explains that the “bomb” that may be ticking and ready to explode is the person, or people, you name to act for you. Whether they act during your lifetime or... Continue reading
Posted Aug 17, 2018 at Perlin Estate Planning
“Investing in your child’s education early can position them to take advantage of the numerous opportunities that will shape their future.” A 529 college plan is a great way to do something now, to give your kids a chance to move on after high school (and move out) and find... Continue reading
Posted Aug 16, 2018 at Perlin Estate Planning
“The basis of property is primarily an income tax term and is important for determining gain or loss on the sale of property, or, for example, the amount of depreciation that can be taken.” It’s not uncommon for a family to have a cabin or vacation home in another state.... Continue reading
Posted Aug 15, 2018 at Perlin Estate Planning
Defendants Sent Fraudulent Prize Promotion Mailings to Thousands of Consumers in the United States” Tully Lovisa, Shaun Sullivan, and Lorraine Chalavoutis were recently indicted in New York federal court. They were charged with mail fraud and money laundering for their participation in a fraudulent mass-mailing scheme. Their actions tricked hundreds... Continue reading
Posted Aug 14, 2018 at Perlin Estate Planning
“Estate planning and long-term care are two aspects of retirement that can take on more importance for older singles.” For seniors who are single and childless, a lack of a default support system creates additional issues as they age. CNBC’s recent article, “For aging singles, here's how to plan for... Continue reading
Posted Aug 3, 2018 at Perlin Estate Planning
“It's a common practice for couples and business partners to take title to each other's bank accounts, brokerage accounts, real estate and/or personal property as joint tenants with rights of survivorship (JTWROS).” JTWROS, or Joint Tenants with Rights of Survivorship, is a form of asset ownership, whereby an asset is... Continue reading
Posted Aug 2, 2018 at Perlin Estate Planning
“A trust was established for the celebrity chef's daughter, but his ex-wife could claim a third of the estate, if their divorce wasn't finalized.” New details from Anthony Bourdain's will show that the celebrity chef, television personality and author may not have been as wealthy as many thought. His estate... Continue reading
Posted Aug 1, 2018 at Perlin Estate Planning
“Have you ever wondered if you are part of the sandwich generation?” The “sandwich generation” is a generation of people, who are usually in their 30s and 40s. They are caring for their aging parents, while supporting their own children. If this sounds like you, then this means you’ve got... Continue reading
Posted Jul 31, 2018 at Perlin Estate Planning
“Singer Jimmy Buffett is among the developers behind the new Latitude Margaritaville, an active adult community in Daytona Beach, Fla.” Once this new development opens, you can live on Flip Flop Court, Coral Reef Way, or St. Somewhere Drive. You can take your dog to the Barkaritaville pet spa; work... Continue reading
Posted Jul 30, 2018 at Perlin Estate Planning
“Apollo 11 moonwalker Buzz Aldrin is suing two of his children and a former business manager, accusing them of misusing his credit cards, transferring money from an account and slandering him by saying he has dementia.” Buzz Aldrin, the second man to step on the moon, filed a lawsuit in... Continue reading
Posted Jul 27, 2018 at Perlin Estate Planning
“He was one of Britain’s favorite entertainers. However, it looks like Sir Bruce Forsyth may not have left his millions to his children after he died.” Bruce Forsyth, an English showbiz legend, passed away last year. However, the details of his will and his vast fortune now show that he... Continue reading
Posted Jul 26, 2018 at Perlin Estate Planning
“Sometimes an inheritance is more about the legacy than the assets being passed down, and sometimes it's a little bit of both.” An ethical will, also known as a "legacy letter" or "living legacy," is a document that is often given to family and loved ones, while the writer is... Continue reading
Posted Jul 25, 2018 at Perlin Estate Planning