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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
“Many people want to leave a gift to a favored charity. However, when they look into the options, they start hearing about complex vehicles with scary names, like net income with makeup charitable remainder unitrust.” The Jewish News says, in its recent article, “Keeping it (charitable estate planning) simple,” that... Continue reading
Posted 1 hour ago at Perlin Estate Planning
“Some of the proposals being floated on Capitol Hill would change when retirement savings get taxed or alter the amount of annual contributions.” The battle over tax reform is beginning to get personal, says CNBC in its recent article, “Tax reform could change the way you save for retirement.” The... Continue reading
Posted 2 days ago at Perlin Estate Planning
“On May 25, the Nevada Supreme Court reaffirmed that Nevada has the most protective trust laws in the nation, by rejecting Lynita Sue Nelson’s claim for alimony and child support to be taken out of a self-settled spendthrift trust established by her husband, Eric L. Nelson.” Wealth Advisor’s article, “How... Continue reading
Posted 3 days ago at Perlin Estate Planning
“Eight people have filed a lawsuit claiming they were left permanently disabled last year, when the party bus in which they were riding was struck from behind by a Hummer whose driver died in the crash.” Brian Rolando was killed on May 7, 2016 when his Hummer rear-ended a party... Continue reading
Posted 6 days ago at Perlin Estate Planning
“Sign up for Medicare Part B no later than eight months after you leave your job, or you could be hit with lifetime penalties.” What if you signed up for Medicare Part A when you turned 65, but didn’t enroll in Part B because you were still working and had... Continue reading
Posted 7 days ago at Perlin Estate Planning
“When to take Social Security: It’s THE question for people as they approach retirement, and there is a lot to think about.” A critical decision in your retirement planning, is when to begin taking your Social Security payments. A wrong move can result in long-term consequences. Kiplinger notes, in its... Continue reading
Posted Jul 19, 2017 at Perlin Estate Planning
“A look at how a home is taxed, when it's inherited by your heirs.” NJ.com’s recent article, “Complex inheritance taxes on a home,” explains the valuation of a home based on its fair market value (FMV) on the date of death, when considering estate and inheritance taxes. If you have... Continue reading
Posted Jul 18, 2017 at Perlin Estate Planning
“Treece's bid to quit as executor of the O'Quinn estate comes two months after he settled a lawsuit with the foundation that alleged he had treated the estate as a "personal slush fund." When the famous Texas attorney John O’Quinn died in 2009, he had over 1,200 automobiles—but no children... Continue reading
Posted Jul 17, 2017 at Perlin Estate Planning
“Do you want proof that taxes can actually go down? In the last three years, nine states have eliminated or lowered their estate taxes, mostly by raising exemptions.” There could be more reductions in the offing, as lawmakers in Minnesota recently raised the state's estate tax exemption to $2.1 million... Continue reading
Posted Jul 13, 2017 at Perlin Estate Planning
“The estate of Playboy model Katie May has filed a wrongful death suit, claiming the model would still be alive, if her chiropractor did not make "aggressive neck adjustments," according to court documents.” Fox News, in its recent article, “Playboy model Katie May's estate sues chiropractor for wrongful death,” reports... Continue reading
Posted Jul 11, 2017 at Perlin Estate Planning
“The Paterno estate’s lawsuit against the NCAA may be resolved without going to trial.” The estate of former Penn State football coaching legend Joe Paterno, along with former assistant coaches Jay Paterno and Bill Kenney, are suing the NCAA, its president Mark Emmert and former executive committee chair Ed Ray... Continue reading
Posted Jul 10, 2017 at Perlin Estate Planning
“Estate planning challenges include mastering financial markets, tax laws and other arcane technicalities.” The psychological issues in deciding how to leave your assets can be the hardest part of the process, says Wilmington Biz in the recent article, “Keep Mental Hang-Ups From Sabotaging Estate Planning.” The issues can range from... Continue reading
Posted Jul 7, 2017 at Perlin Estate Planning
“A power of attorney is a document that authorizes the designated agent, known as the attorney-in-fact, to engage in financial transactions for the principal, who is the person who gave the authority to the agent.” NJ.com’s recent article, “Inheriting money from out-of-state relative,” explains that with a power of attorney,... Continue reading
Posted Jul 6, 2017 at Perlin Estate Planning
“Revenue Ruling 2017-34 eases the process for an executor to get relief from having failed to make a timely ‘portability election’ to allow a surviving spouse to take advantage of a deceased spousal unused exclusion amount (DSUE).” Forbes’ recent article, “IRS Offers Estate Tax Relief To Widows And Widowers,” advises... Continue reading
Posted Jul 5, 2017 at Perlin Estate Planning
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“As the auction hammer fell at Sotheby’s in New York last week, a painting by Jean-Michel Basquiat fetched a record $110.5 million. Now, another hammer will come down: the tax man’s.” Lise Wilks, the seller of the Basquiat, will have a sizeable capital gain—about $85 million. That means she may... Continue reading
Posted Jul 4, 2017 at Perlin Estate Planning
“Robbin Kent, the only daughter of legendary radio personality Herb Kent, is turning to her father’s fans to help her contest his will.” Herb Kent died at age 88 on October 22, 2016. His daughter Robbin has now launched a gofundme campaign to pay for the expected legal fees she’ll... Continue reading
Posted Jul 3, 2017 at Perlin Estate Planning
“The Kentucky property where Bill Monroe laid the foundation for bluegrass music, the genre he pioneered, is for sale.” Bill Monroe lost both of his parents by the time he was 16. His uncle, Pendleton Vandiver then took care of him. For two years in the late 1920s, Monroe lived... Continue reading
Posted Jun 30, 2017 at Perlin Estate Planning
“A trusteed IRA offers provisions beyond a custodial plan, but is it a good strategy?” Financial Planning’s article, “When you should establish an IRA as a trust,” advises that the answer depends on several factors, like the amount of control you want beneficiaries to have. Tax laws say that an... Continue reading
Posted Jun 29, 2017 at Perlin Estate Planning
“Having no heirs or surviving spouse, can make estate-planning decisions more difficult.” Some people have a somewhat unique estate planning challenge: they’re childless and not sure what should happen to the assets they leave behind or whom to appoint as their proxy decision-maker. CNBC’s recent article, “Planning your estate when... Continue reading
Posted Jun 28, 2017 at Perlin Estate Planning
“Where do you start? How much do you contribute? What do you do, if there's no company match? Should you take the Roth option? There's a lot to consider with this important retirement asset.” As you develop your financial and estate plans, you should consider integrating 401(k) accounts into an... Continue reading
Posted Jun 27, 2017 at Perlin Estate Planning
“A will which has been admitted to probate is presumed to have been made free from restraint.” A recent case in Ohio demonstrates the very high threshold that must be met to establish that a decedent was unduly influenced or lacked testamentary capacity. In Young v. Bellamy, the Supreme Court... Continue reading
Posted Jun 26, 2017 at Perlin Estate Planning
“Learn how to generate a reliable income from your retirement nest egg without liquidating your principal assets.” Stock Investor’s recent article, “6 Retirement Estate Planning Criteria You Must Address,” says every retiree’s investment objective should address these six criteria: Minimum required yield. This is the first factor when looking for... Continue reading
Posted Jun 23, 2017 at Perlin Estate Planning
“Choosing the right beneficiaries for the right assets can be complicated, so consider making an appointment to ensure that your plan covers all of the financial and legal bases.” When you pass away, what you leave to your loved ones is important, but so too is how you leave those... Continue reading
Posted Jun 22, 2017 at Perlin Estate Planning
“When a widowed mother plans to split her mutual fund portfolio equally among all of her children, it may be acceptable to everyone in the family. However, passing on a vacation home in the same way can have unintended consequences.” Financial Planning’s recent article, “Save clients from tax pitfalls, family... Continue reading
Posted Jun 21, 2017 at Perlin Estate Planning
Blended families have an opportunity to launch new relationships and traditions, but they often face pitfalls where finances are concerned. Did you know that about 1,300 new stepfamilies are created every day? That’s from the Stepfamily Foundation, and the Pew Research Center says 41% of all Americans have at least... Continue reading
Posted Jun 20, 2017 at Perlin Estate Planning