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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
“Getting ready for an emergency isn't just a matter of planning your escape route, packing emergency supplies, or shoring up your home's foundation. There's a financial element as well.” We have all seen many stories in the news lately about families fleeing wildfires, hurricanes, and other natural disasters. They were... Continue reading
Posted yesterday at Perlin Estate Planning
“The federal tax overhaul just doubled the amount of wealth you can pass to heirs estate-tax-free--without using any trusts or planning gimmicks.” Forbes’ recent article, “Trusts In The Age Of Trump: Time To Re-Engineer Your Estate Plan,” explains that the law allows a bit more than $11 million per person... Continue reading
Posted 2 days ago at Perlin Estate Planning
“To avoid post-divorce financial trouble, I recommend that you and your ex, through your attorneys, create an action plan setting forth what steps you will each take, and by when, to enact your settlement agreement.” Negotiating a divorce settlement can be a real chore. In addition, with a contentious, financially-complex... Continue reading
Posted 3 days ago at Perlin Estate Planning
“Seniors are living much longer these days, and many face the prospect that their financial resources will grow thin. If you’re one of these folks, a reverse mortgage could be part of your retirement plan.” A reverse mortgage lets you take tax-free cash equity out of your home, as you... Continue reading
Posted 4 days ago at Perlin Estate Planning
“How much money will you need throughout your retirement years?” There’s no magic formula that will give you the right answer, but you can estimate costs. The recent article in Kiplinger, “The 3 Spending Stages of Your Retirement,” advises you to plan for three distinct phases of retirement. Phase One:... Continue reading
Posted 5 days ago at Perlin Estate Planning
“A woman who stabbed her husband while he slept but was later found not guilty by reason of insanity, isn’t entitled to receive surviving spouse pension benefits.” A woman judged insane at the time she stabbed her husband is not entitled to pension benefits as his surviving spouse, the U.S.... Continue reading
Posted Mar 12, 2018 at Perlin Estate Planning
“A whistleblower has filed a suit accusing her former employer, a late Westchester County pathologist, of evading New York income and estate taxes, in what is believed to be the state’s first unsealed qui tam estate tax case.” In New York, a whistleblower has filed a suit accusing her former... Continue reading
Posted Mar 7, 2018 at Perlin Estate Planning
“Medicaid utilizes a five-year lookback to determine if you gave assets away within five years of your application for benefits. Transferring the home could make you ineligible for a period of time.” It’s not uncommon for a senior who’s a widow or widower to want to help his or her... Continue reading
Posted Mar 2, 2018 at Perlin Estate Planning
“The U.S. House of Representatives passed H.R. 2255 legislation, which includes The Senior Safe Act, late Monday to help protect seniors from financial exploitation.” Both H.R. 2255, the Housing Opportunities Made Easier (HOME) Act and the Senior Safe Act (formerly H.R. 3758), had been standalone bills, reports Think Advisor, in... Continue reading
Posted Mar 1, 2018 at Perlin Estate Planning
“A family dispute is playing out in Napa Superior Court between two daughters of Ed Keith, a Napa landlord, vintner and businessman, over what happened to their father’s $92 million estate, including $38 million earmarked for a foundation intended to benefit disadvantaged youth.” In 2016, ten years after Ed Keith... Continue reading
Posted Feb 28, 2018 at Perlin Estate Planning
“The days after a loved one dies are terrible for making smart financial decisions.” It’s fairly typical for the grief and stress of losing a loved one to cloud a person’s judgment. You may not be thinking clearly, and you want to do everything you can to honor the person... Continue reading
Posted Feb 27, 2018 at Perlin Estate Planning
“It seems fair to say, 11 years after James Brown’s death, that his estate planning has failed in its major mission: to distribute his wealth efficiently.” James Brown’s estate was to donate millions of dollars to underprivileged children in Georgia and South Carolina. But as The New York Times reports... Continue reading
Posted Feb 26, 2018 at Perlin Estate Planning
“If you’re planning a trust or are a beneficiary of a trust, you should insist upon imposing an “Integrity Monitor” or independent fiduciary to oversee the investment program, as well as the service providers retained to implement that program.” An Integrity Monitor can be a carefully defined role for an... Continue reading
Posted Feb 23, 2018 at Perlin Estate Planning
“The idea of planning a funeral is generally not at the top of anyone's "to do" list. It's a job that almost always falls to the spouse, children, or close friend of a deceased. Expressing your preferences or actually making the formal arrangements can truly be a gift to your... Continue reading
Posted Feb 22, 2018 at Perlin Estate Planning
“Strategies to avoid the inheritance tax when you leave your estate to nieces.” If you want to include nieces and nephews in your estate equally, you may need to consider whether an inheritance tax can make it difficult and the types of strategies to use to make it even.’s... Continue reading
Posted Feb 21, 2018 at Perlin Estate Planning
“With wealth for millennials set to double in the next 20 years, it’s time to get over the awkwardness and have the conversation now.” When is a good time to discuss your inheritance, taxes, and estate planning with your parents? How about never! However, by the same token, screaming at... Continue reading
Posted Feb 20, 2018 at Perlin Estate Planning
“The Tenth Circuit overruled a district court decision that granted the trust that owns Hobby Lobby a $3.2 million refund. The refund claim was based on charitable contributions of appreciated property.” Hobby Lobby describes itself as the largest privately owned arts-and-crafts retailer in the world, with more than 800 stores... Continue reading
Posted Feb 19, 2018 at Perlin Estate Planning
Long-term care (LTC) refers to a broad range of services that assist those with chronic conditions, such as cognitive impairment or a need of help to perform the essential activities of daily life (ADLs), such as dressing, bathing, eating, transferring in/out of a bed or chair, continence and toileting. A... Continue reading
Posted Feb 16, 2018 at Perlin Estate Planning
“In all different cases — will contests, trust contests, life-estate challenges, probate objections, elder financial abuse, deed revocations or joint-tenancy quarrels — the interests and paths of stepmothers and stepchildren often collide.” It’s not uncommon for conflicts to arise in estate matters between stepmothers and stepchildren, as tensions in blended... Continue reading
Posted Feb 15, 2018 at Perlin Estate Planning
“Inherited IRAs and 401(k)s can be a great vehicle for passing assets from these accounts to non-spousal beneficiaries.” Inherited individual retirement accounts have been a common way to let non-spousal beneficiaries inherit an IRA account and allow the account to continue to grow on a tax-deferred basis in the future.... Continue reading
Posted Feb 14, 2018 at Perlin Estate Planning
“Make 2018 the year you take the steps to save money on insurance, reduce your taxes, boost your retirement savings and protect yourself from identity thieves.” Now is a great time to make some key financial moves that can help you throughout the year and make it easier to reach... Continue reading
Posted Feb 13, 2018 at Perlin Estate Planning
“Georgia has seen more than 3,000 people charged with elder abuse crimes, perpetrated against the elderly or disabled people, since 2010, GBI Director Vernon Keenan said Tuesday at a news conference in Atlanta.” Concerned local citizens told authorities that residents of some Albany apartments were begging for food. WABE’s recent... Continue reading
Posted Feb 12, 2018 at Perlin Estate Planning
“Understanding how different assets are considered for Medicaid eligibility.” Medicaid is a needs-based government program administered by the states, with income and asset limitations that apply before you can qualify for the program’s assistance, says in the recent article, “How trusts fit in with Medicaid planning.” To prevent individuals... Continue reading
Posted Feb 9, 2018 at Perlin Estate Planning
“…President Donald Trump signed into law the sprawling tax bill that was hastily built out by Republican leaders over the past month. In doing so, he formalized a huge range of changes to how Americans — and American businesses — will pay their taxes.” In light of the fact that... Continue reading
Posted Feb 8, 2018 at Perlin Estate Planning
“Since most federal and state benefits are "needs based," the government is always looking over the shoulder of special needs persons.” About 58 million people nationwide over the age of five identify themselves as disabled. That’s the largest single minority in the country. Millions of Americans want to help them.... Continue reading
Posted Feb 7, 2018 at Perlin Estate Planning