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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
“It is best to get advice from a solicitor, public trustee or private trustee, if you are unsure about making or changing a will.” There’s no escaping death. It’s a fact of life. But having your affairs in order helps eliminate some of the stress and anxiety during a very... Continue reading
Posted yesterday at Perlin Estate Planning
“Fidelity Investments reported Thursday that a 65-year-old couple retiring this year can expect an estimated $275,000 in health care and medical expenses throughout retirement.” Fidelity looks at retirees’ health care costs every year. They found that it represented a 6% increase over last year’s estimate—and an enormous 70% increase since... Continue reading
Posted 5 days ago at Perlin Estate Planning
“MagnifyMoney found that nearly one-third of all Americans over age 50 are carrying non-mortgage debt from month to month.” Many American seniors are taking their debt with them into retirement years. That’s according to a new MagnifyMoney analysis of data from the latest University of Michigan Retirement Research Center Health... Continue reading
Posted 6 days ago at Perlin Estate Planning
“A South Korean court sentenced the billionaire chief of Samsung to five years in prison for crimes that helped oust the country's president, a stunning downfall that could freeze up decision making at a global electronics powerhouse that has long been run like a monarchy.” The Seoul Central District Court... Continue reading
Posted 7 days ago at Perlin Estate Planning
“How a 'life estate' for your house works with your estate plan.” It’s not unusual for a son or daughter to be granted a life estate on his or her parents' house. It’s also not uncommon for the child to consider the tax consequences for them, when the parents talk... Continue reading
Posted Sep 8, 2017 at Perlin Estate Planning
“No one wants to talk about their death. It is not a pleasant conversation and it is generally awkward, emotional and uncomfortable.” It’s not that uncommon to learn that a decedent made all of the arrangements for his or her own funeral: this includes selecting a casket, the burial site,... Continue reading
Posted Sep 7, 2017 at Perlin Estate Planning
“Elder financial exploitation has been called ‘the crime of the 21st century.’” The U.S. Senate passed bipartisan legislation to step up enforcement against perpetrators of crimes targeting senior citizens. The Elder Abuse Prevention and Protection Act of 2017 was introduced by Judiciary Committee Chairman Chuck Grassley (R-IA) and Senator Richard... Continue reading
Posted Sep 6, 2017 at Perlin Estate Planning
“Advocates for the elderly persuaded federal housing officials two years ago to offer more rights and protections to the spouse of a borrower, who takes out a reverse mortgage and later dies.” There’s a concern that a subtle wording change in the Trump administration’s proposed budget request for the Department... Continue reading
Posted Sep 5, 2017 at Perlin Estate Planning
“Donating IRA money directly to a charity can satisfy your required minimum distribution and lower taxes, but IRA administrators vary on how to deliver your gift.” It’s a great idea to give your required minimum distribution (RMD) from an IRA to one or more charities. If you’re think of doing... Continue reading
Posted Sep 1, 2017 at Perlin Estate Planning
“A pet can't inherit property, but you can arrange for care after your death.” You want to plan for the care of your pets, in the event you pass before they do. Many people wonder if they can leave an entire estate to a pet and what happens after the... Continue reading
Posted Aug 31, 2017 at Perlin Estate Planning
“Alzheimer's Disease has taken the memory of actress Joanne Woodward, as her family feuds over the star's billion dollar estate.” Joanne Woodward's health is slipping quickly, according to a report in Blasting News, “Hollywood star Joanne Woodward can't remember husband Paul Newman anymore.” Joanne Woodward and Paul Newman were inseparable... Continue reading
Posted Aug 30, 2017 at Perlin Estate Planning
“Setting up a trust for your estate can be an excellent financial move, but you have to find the right trustee.” Many folks who have a sizeable estate will create a trust to protect it and their beneficiaries from probate. However, having a strong trust can depend on having the... Continue reading
Posted Aug 29, 2017 at Perlin Estate Planning
“Granted, the star died in 2014 and while there were hints that his exit was complicated, he left a capable girlfriend behind to take care of his kids and guard his professional legacy.” Even on a financial level, it can take years for a large estate to settle—distributing property and... Continue reading
Posted Aug 25, 2017 at Perlin Estate Planning
“Without a comprehensive tax strategy in place, many retirees may pay three times more in taxes than they need to. Avoid that by ‘filling’ your tax bracket. Here’s how.” Most people planning for retirement concentrate on growing their nest egg and accumulating as much as they can to live comfortably... Continue reading
Posted Aug 24, 2017 at Perlin Estate Planning
“The vast majority of older adults receive long-term care at home, not in nursing homes. But few people plan for this expense.” Many seniors don’t feel that long-term care (LTC) insurance is a viable option. They think it’s expensive and is often just protection against the cost of nursing home... Continue reading
Posted Aug 23, 2017 at Perlin Estate Planning
“Retired federal employees often get a tax break for their service. But not here.” Many states recognize federal retirees’ public service by exempting federal government pensions from taxes or treating them more favorably than other forms of income, such as private pensions, reports Kiplinger in “States That Tax Your Federal... Continue reading
Posted Aug 22, 2017 at Perlin Estate Planning
The United Kingdom's Law Commission has recently recommended major changes to how courts in that country handle estate cases. In the U.S., laws about what constitutes a valid legal will have not changed very much since the Declaration of Independence. Most states still follow the old English law that a... Continue reading
Posted Aug 21, 2017 at Perlin Estate Planning
“I’m single, do I need to do anything differently with my finances?” According to a recent Forbes article, “5 Financial Planning Strategies For Singles,” most of the advice on this topic isn’t very different from what’s given to married couples. Nonetheless, here are a few tips to consider, especially if... Continue reading
Posted Aug 18, 2017 at Perlin Estate Planning
“Using gifts during your lifetime to avoid the inheritance tax may be a smart idea, but it's not without possible risks.” New Jersey is one of the few states that still imposes an inheritance tax, says in the article titled “How to avoid the inheritance tax.” The inheritance tax... Continue reading
Posted Aug 17, 2017 at Perlin Estate Planning
“Elder abuse may present in various ways and unfortunately is on the rise.” The Carroll County Times of Westminster MD recently reported, in an article titled “Know the signs of elder abuse and report it if necessary,” that the World Health Organization (WHO) has adopted the following definition of elder... Continue reading
Posted Aug 16, 2017 at Perlin Estate Planning
“Are we in denial when it comes to care down the road?” Statistics show that most Americans are in denial about senior care and their future needs, according to HomeCare in a recent article, “5 Ways to Sort Through Long-term Care Planning.” Roughly 70% of Americans 65 and older will... Continue reading
Posted Aug 15, 2017 at Perlin Estate Planning
“Help to start building your grandchild's nest egg early.” In the midst of summer, teens and college students are typically working summer jobs. Kiplinger Retirement Report explains in a recent article, “Seed a Roth IRA for Your Grandkids,” that the income they earn, can give their grandparents a chance to... Continue reading
Posted Aug 14, 2017 at Perlin Estate Planning
“There can be many benefits in having a living trust, dependent on your goals and how the trust is drafted.” The two biggest reasons for choosing a living trust are for the privacy and efficiency of avoiding public probate and for the protection that can be provided to beneficiaries, like... Continue reading
Posted Aug 10, 2017 at Perlin Estate Planning
“If you have the policy and death certificate when you file a claim, it may take as few as five business days to receive a check.” A common question in settling the affairs of a loved one, is how long it generally will take after that person dies for the... Continue reading
Posted Aug 9, 2017 at Perlin Estate Planning
“Alan Thicke's widow is firing back at stepsons Brennan and Robin Thicke, asking a judge to reject their ‘unnecessary’ request for court intervention in their effort to divvy up his estate.” Her attorney filed a motion to dismiss last week, calling the sons’ May petition for "instructions" on their dad's... Continue reading
Posted Aug 7, 2017 at Perlin Estate Planning