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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
“Audrey Hepburn's will has been revealed for the first time in her son's battle against her children's charity over the Hollywood star's name and likeness.” Sean Hepburn Ferrer sued the Audrey Hepburn Children's Fund last fall for infringing trademark and other rights belonging to him and Luca Dotti, his half-brother,... Continue reading
Posted 4 hours ago at Perlin Estate Planning
“Family Trust Companies (FTCs) have become an increasingly popular way for very wealthy families to manage and preserve great fortunes.” In 2009, Nevada enacted legislation to allow a company to act as a trustee for family trusts, if the company doesn’t market its services to the public. The Wealth Advisor’s... Continue reading
Posted yesterday at Perlin Estate Planning
"The new reality is that our lives are largely digital, and the artifacts of our digital lives have value, from both sentimental and financial standpoints.” A recent Morningstar article asks, “Do You Have a Plan for Your Digital 'Estate'?” The article reminds us that not every aspect of an estate... Continue reading
Posted 2 days ago at Perlin Estate Planning
“Leaked documents suggest that the private estate of Queen Elizabeth II invested in offshore funds.” Leaks from what has been dubbed the “Paradise Papers” have been reported by the media, including CNN Money. It reported in its recent article, “Queen's estate invested $13 million in offshore tax havens,” that in... Continue reading
Posted 6 days ago at Perlin Estate Planning
“When you think IRA investments, you're probably not thinking bitcoin. With a self-directed IRA, investing in the skyrocketing currency could be an option. But should you go for it?” It seems that everyone is talking about bitcoin. However, not everybody understands exactly what bitcoin is and how it works, says... Continue reading
Posted 7 days ago at Perlin Estate Planning
“The Minnesota Supreme Court rejected two people claiming to be heirs to Prince’s estate.” Minnesota Supreme Court Chief Justice Lorie Gildea recently issued an order denying the petitions of Darcell Gresham Johnston and Venita Jackson Leverette. Minneapolis Star-Tribune reported in its recent article, “Minnesota Supreme Court rejects two Prince heirs,”... Continue reading
Posted Jan 10, 2018 at Perlin Estate Planning
“Carl Bergstresser signed a will in which he stated that his 11.6-acre property on the Braden River should be forever maintained as a nature preserve.” Right before he died of pancreatic cancer in July 2016, Carl Bergstresser signed a will in which he stated that his 11.6-acre property on the... Continue reading
Posted Jan 8, 2018 at Perlin Estate Planning
“A proper estate plan is critical to ensuring that the success you’ve worked so hard to build over your lifetime, is passed on in a way that benefits your family and supports the values you want to leave behind when you’re gone.” Planning for the transfer of wealth to younger... Continue reading
Posted Jan 5, 2018 at Perlin Estate Planning
“An heir to the Marriott hotel fortune claims his dad forced him out of the business and then cut him out of the family’s nearly $3 billion trust — just because he got a divorce.” John Marriott III said that his father, Bill Marriott, forced him out of the hotel... Continue reading
Posted Jan 4, 2018 at Perlin Estate Planning
“Death didn't stop Tupac Shakur or Michael Jackson from performing — as holograms, that is — but the family of Roy Orbison says a dispute with a vendor is keeping a digital reincarnation of the singer offstage.” Roy Orbison's sons alleged that their former business partner is interfering with their... Continue reading
Posted Jan 3, 2018 at Perlin Estate Planning
“An alarming 23% think they’ll need to work past age 70, according to a 2016 survey by Willis Towers Watson. An unlucky 5% figure that they’ll never be able to retire.” You may be frugal and in your 50s. You’re ready to retire. You think you’re ready to stop working... Continue reading
Posted Jan 2, 2018 at Perlin Estate Planning
“Before he died, the 67-year-old specified in legal documents that all of his remaining fortune should be left to his son Beau.” 1970’s rock star David Cassidy cut his actress daughter out of his will years before he died. He directed that Katie, 31, whose mother was never married to... Continue reading
Posted Jan 1, 2018 at Perlin Estate Planning
“Upon my death, I really don’t care what happens or who gets my money.” A single man in his mid-40s with no real family may not understand why it’s important for him to do some estate planning. Hometown Life, in its recent article, “Estate planning not just important in death,”... Continue reading
Posted Dec 29, 2017 at Perlin Estate Planning
“Surprise! Leaving behind a pile of cash for heirs isn't a top priority for most baby boomers.” Only 30% of people ages 65 to 75 consider leaving money for heirs to be a top priority, says a PNC Financial Services Group survey. Instead, they claim that peace of mind and... Continue reading
Posted Dec 28, 2017 at Perlin Estate Planning
“The phrase “legacy planning” is becoming increasingly used in place of, or to supplement, estate planning.” Unfortunately, legal terms and financial terms can be confusing. The term “legacy” has a specific technical definition—a gift or bequest made under a last will and testament. This creates the belief by some that... Continue reading
Posted Dec 27, 2017 at Perlin Estate Planning
“When we think about retirement planning, our focus often keys on the question of how to maintain a monthly paycheck after we stop working.” A retirement plan isn’t set without some thought and planning on how to transfer any unspent assets to people we’d like to benefit after we die,... Continue reading
Posted Dec 26, 2017 at Perlin Estate Planning
“When making a retirement plan, it's natural to focus on how much income you want to generate during retirement (bonus points if you also totted up your likely retirement expenses). While these are indisputably important details in any retirement plan, they're not the only issues you'll need to factor in.”... Continue reading
Posted Dec 22, 2017 at Perlin Estate Planning
“President Donald Trump's administration announced a further delay in new rules designed to curb abuses by financial advisers handling retirees' investments.” Financial advisers now have until July 2019 to fully comply with the new fiduciary rule. This requires advisers to recommend investments best for their clients, rather than funds that... Continue reading
Posted Dec 21, 2017 at Perlin Estate Planning
“A look at how you must spend down assets before Medicaid will pay for long-term care.” A recent nj.com article, “Spending assets before Medicaid kicks in,” considers the consequences of long-term care. Without long-term care insurance, in addition to potentially depleting one's savings, what other assets, such as one's home,... Continue reading
Posted Dec 20, 2017 at Perlin Estate Planning
“Conservators and guardians seem to have quite a bit of authority. In fact, they have all the authority to take over someone’s finances and accounts.” There’s been a nagging question in the months of debate over reforming New Mexico’s guardianship system. The question? How to ensure that estate plans and... Continue reading
Posted Dec 19, 2017 at Perlin Estate Planning
“Before you apply for Medicaid, understand what will happen to your house.” If your father is a widower and needs long-term care but he but can't afford it, he may consider applying for Medicaid. Therefore, what happens if he owns a home worth roughly $220,000 and only gets Social Security,... Continue reading
Posted Dec 18, 2017 at Perlin Estate Planning
“A classic early warning sign of cognitive decline and possibly dementia is losing the ability to manage your personal finances. That can lead to a host of challenges, if you are the daughter, son, wife, husband or partner of a loved one in this situation.” Advance planning can address many... Continue reading
Posted Dec 15, 2017 at Perlin Estate Planning
“How quickly do you need to settle an estate when you are serving as an executor?” If you’re accustomed to setting timelines in your life, when it comes to serving in the executor role, you’ll likely find it difficult because settling an estate can be impacted by many things far... Continue reading
Posted Dec 14, 2017 at Perlin Estate Planning
“Are you paying more tax on your inherited IRA than required?” The Hampton Roads Business Journal explains, in “You may be paying more tax on inherited IRA than required,” that there can be a negative ripple effect when it comes to common misunderstandings of IRA rules. IRAs are distributed differently... Continue reading
Posted Dec 13, 2017 at Perlin Estate Planning
“As Baby Boomers continue to enter their senior years in large numbers, law enforcement officials and CPAs expect to see more instances of elder financial abuse.” Seniors are particularly vulnerable to financial scams, says The Journal of Accountancy in its recent article, “Ways to stop elder financial abuse before it... Continue reading
Posted Dec 12, 2017 at Perlin Estate Planning