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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’s common for people to consider how they will eventually like their assets to be distributed among loved ones and ministry organizations. But perhaps you have not developed a comprehensive estate plan because you think that is only necessary for the extremely wealthy.” The need for an estate plan applies... Continue reading
Posted 14 hours ago at Perlin Estate Planning
“Months before you walk away, gold watch in hand, there some steps to take to maximize your benefits, take care of taxes and pave the way for a happy and harmonious retirement.” Folks who are retiring like to plan their retirement date in either the springtime or the early summer.... Continue reading
Posted yesterday at Perlin Estate Planning
“Onetime child star Britney Spears’ five dogs live better a lot of human families—and should anything happen to her, their golden meal ticket would get mighty precarious.” Trust Advisor notes that pet trusts for the rich are becoming extremely popular. Pets are expanding their financial and emotional footprint without a... Continue reading
Posted 2 days ago at Perlin Estate Planning
“Family issues over the estate of the late Veronica Shoemaker have been settled. Her daughter, Mattie Young, will continue to run the florist shop that the long-time community activist opened 42 years ago.” Mattie Young battled to maintain her mother's legacy of a lifetime of service to a Florida community.... Continue reading
Posted 3 days ago at Perlin Estate Planning
“Mommy, where’s my inheritance?” A New York woman took over $13 million by selling off her daughter’s birthright—including seven area co-ops and apartment buildings. That’s what her daughter alleges in a court action. The New York Post reports in “My mom swiped more than $13 million from my inheritance,” that the... Continue reading
Posted 6 days ago at Perlin Estate Planning
“Be careful where you die.” Currently, the federal estate tax exemption of $5.49 million for 2017 (and double that if you’re married) leaves little for most folks to worry about. But MarketWatch’s article, “Here are the 20 most expensive places in America to die,” reminds us that about 20 states... Continue reading
Posted 7 days ago at Perlin Estate Planning
“Here is what we know now about the state of Prince’s estate, one year later.” When Prince died a year ago, he left behind many questions, including the fate of his unreleased recordings and an estate with no will. Time’s article, “What We Know About Prince's Estate One Year After... Continue reading
Posted May 17, 2017 at Perlin Estate Planning
“Individual and corporate citizens from countries around the world have moved to North Carolina and contributed materially to our state’s economic, educational and cultural growth, National Law Review writes.” Trust Advisor notes, in a recent article entitled “Foreign Spouses Need Strong Trust Planning,” that foreign direct investment (“FDI”) in North... Continue reading
Posted May 15, 2017 at Perlin Estate Planning
“Many Americans die without telling their family members where to find their wills or how their estates will be divided and why, according to a new BMO Wealth Management report.” ThinkAdvisor’s recent article, “Where There’s a Will, There’s a Way — if Loved Ones Can Find It,” cautions that it’s... Continue reading
Posted May 12, 2017 at Perlin Estate Planning
“Consumer watchdogs are fearful that some of the nation’s most vulnerable taxpayers will be harassed and that criminals will take advantage of the system by phoning people and impersonating I.R.S. collectors.” Starting in April, the IRS began using private debt collection agencies to collect past-due taxes. The new program could... Continue reading
Posted May 11, 2017 at Perlin Estate Planning
“The New Mexico Supreme Court issued an order Thursday, forming a 16-member commission to study the state’s guardianship system and to recommend improvements.” The members of this new commission include representatives from the three branches of government, Elder Law and estate planning attorneys with experience in guardianship law, along with... Continue reading
Posted May 10, 2017 at Perlin Estate Planning
“Save early and often. The sooner you start to save, the easier it will be to amass a comfortable nest egg -- thanks to the power of time and the magic of compounding” For the 70th-anniversary issue of Kiplinger’s Personal Finance, Kiplinger outlined its best advice to show you how... Continue reading
Posted May 9, 2017 at Perlin Estate Planning
“If your IRA holds an annuity, you may or may not have to include its value when figuring your required minimum distribution.” Annuities are considered by many to be complex products. Working with IRA required minimum distributions isn’t always an easy trick either. Combine the two, and Kiplinger says, in... Continue reading
Posted May 8, 2017 at Perlin Estate Planning
“How you will be taxed, depends on the state in which you reside.” Kiplinger’s recent article, “Selling Jointly Owned Stock After the Death of a Spouse,” discusses just that—selling jointly owned stock after a spouse dies and how will the gains be taxed when the shares are sold. If the... Continue reading
Posted May 5, 2017 at Perlin Estate Planning
“For those who would like to leave a legacy and include a gift to charity in their estate plan, a Deferred Charitable Gift Annuity is a powerful tool to consider.” Lee’s Summit Journal says in a recent article, “Retirement planning power tool,” that a Deferred Charitable Gift Annuity may be... Continue reading
Posted May 4, 2017 at Perlin Estate Planning
“Life insurance can pass to your heirs free of tax, if you name the right beneficiary.”’s recent post asks “Is inheritance tax owed on life insurance?” The article advises that it's important to understand how your assets will be taxed when you die. Here’s a review of all the... Continue reading
Posted May 3, 2017 at Perlin Estate Planning
“Many people don’t see the importance of estate planning, until they have been forced to deal with the adverse effects of not being prepared for death or disability.” Some parents will engage their kids in disability and estate planning, with some viewing it a way to share the work and... Continue reading
Posted May 2, 2017 at Perlin Estate Planning
“They may not make sense once you're past the target date.” We’ve all heard of “target-date funds.” They’re the one-stop portfolios that make investments based on when you want to retire. These products can be great options for retirement savers trying to build their nest egg. However, as Kiplinger notes... Continue reading
Posted May 1, 2017 at Perlin Estate Planning
Did you know that according to the Alzheimer's Association, more than five million Americans are currently affected by Alzheimer's disease and dementia, with a new case developing every 66 seconds? Unfortunately, it's an all too common occurrence in my line of work that I meet with clients with family members... Continue reading
Posted Apr 29, 2017 at Perlin Estate Planning
“The sons of actor and former U.S. Sen. Fred Thompson have dropped their lawsuit against their step-mother, whom they had suggested may have cut them out of Thompson's estate.” Last summer, Tony and Dan Thompson filed a lawsuit alleging that their step-mother, Jeri, influenced their father at the end of... Continue reading
Posted Apr 28, 2017 at Perlin Estate Planning
“A former Napa care facility is being sued for negligent hiring and elder abuse, following the death of one of its elderly patients.” Jeanne Roney, 91, a former patient of the Golden LivingCenter in Napa, California, died in January, nine days after being diagnosed with scabies. Her daughter, and successor... Continue reading
Posted Apr 27, 2017 at Perlin Estate Planning
“When you turn 65, you have to master a new health care system.” Did you know about 10,000 people turn 65 every day? Along with that incredible number, comes the challenge of understanding Medicare. Kiplinger’s recent post, “FAQs About Medicare” says that if you signed up for Social Security before... Continue reading
Posted Apr 26, 2017 at Perlin Estate Planning
“Latest courtroom victory illustrates how far the posthumous Jackson machine has come, in barely a decade. Now that human loyalties and human frailties have been removed from the equation, the estate has only one thing keeping it from corporate immortality: the heirs.” Although he passed away some years ago, Michael... Continue reading
Posted Apr 25, 2017 at Perlin Estate Planning
“A police officer was shielded by qualified immunity from a claim that he violated residents' civil rights, when he entered into a home uninvited to check on the welfare of an adult suffering from dementia, a federal judge ruled March 31.” The New York Law Journal reported in a recent... Continue reading
Posted Apr 24, 2017 at Perlin Estate Planning
An interesting topic that comes up in our office from time to time is how to plan your estate when you are significantly older or younger than your partner. As opposed to couples of a similar age, those with a significant age gap find themselves confronting a unique set of... Continue reading
Posted Apr 22, 2017 at Perlin Estate Planning