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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
“Your executor has many duties to perform for your estate.” Are there any ramifications for making your attorney the third-party executor of you will? No, as asks and answers in its article, “Who should be executor of your will?” You’re free to choose almost anyone to be your executor.... Continue reading
Posted 2 hours ago at Perlin Estate Planning
“Charitable planning can provide financial benefits, in addition to the satisfaction in helping others…” Investopedia provides us with some things to evaluate, when considering charitable giving in the article “A Primer on Philanthropic Vehicles.” There are many strategies and techniques that can be incorporated into an estate plan, but many... Continue reading
Posted yesterday at Perlin Estate Planning
“After Glen Campbell passed in August 2017, news concerning his estate has been circulating.” Rumors have surfaced that Glen included only five of his eight children in his will and that his widow Kimberly has brought a claim for more than $500K from the estate to pay medical bills. Glen... Continue reading
Posted 2 days ago at Perlin Estate Planning
“Lack of oversight and caregiving shortfalls could put residents at risk. Here's how to avoid problems.” For many seniors, assisted living has become an increasingly common option to remaining in their homes. An elderly individual can live in a comfortable residence, get the services that he or she requires, such... Continue reading
Posted 3 days ago at Perlin Estate Planning
“It's not easy to shield assets from Medicaid eligibility tests.” Can a revocable land trust protect a house from Medicaid? Hmmm. What do you think? Protecting or hiding assets from Medicaid isn't an easy thing to accomplish, says in the recent article, “What revocable land trusts mean to Medicaid... Continue reading
Posted 6 days ago at Perlin Estate Planning
“When a patient under 65 complains about memory loss, confusion and problems at work, it seldom leads to a quick, clear diagnosis of Alzheimer’s disease.” The Concord Monitor’s recent article, “Stolen Memories: Problems with diagnosis of younger-onset Alzheimer’s, explains that it can take a very long time to reach a... Continue reading
Posted 7 days ago at Perlin Estate Planning
“Retirement is coming quicker than you think. Take these eight essential steps to achieve success.” How do know when you’ll be ready for retirement? The Center for Retirement Research at Boston College says that 20% of households are wrong in projecting when they’ll be ready to retire. The Street published... Continue reading
Posted May 16, 2018 at Perlin Estate Planning
“Out of all the different types of insurance we can invest in, life insurance seems to be the least important for many people. However, life insurance could be one of the most important policies that we take out.” Life insurance helps to ensure that all our final expenses are paid,... Continue reading
Posted May 15, 2018 at Perlin Estate Planning
“The Roth IRA contribution limit is $5,500. If you are 50 or older, you can save $6,500, including a $1,000 catch-up contribution. Income limits apply.” The maximum amount you can contribute to a Roth IRA for 2018 remains unchanged from 2017. However, the income limits to qualify for the maximum... Continue reading
Posted May 14, 2018 at Perlin Estate Planning
“There is no shortage of ways for crooks to try to separate you from your money. All it takes is letting your guard down for one moment or overlooking the warning signs of fraud, for scammers to steal your personal information.” Financial scams frequently have some easy-to-spot red flags, but... Continue reading
Posted May 11, 2018 at Perlin Estate Planning
“There's a big difference between gifted and inherited assets, and it could cost you in taxes.” What if parents at retirement age, insist on transferring their assets under their children’s name to avoid estate taxes when they pass away? If they have a primary home, an investment property, and savings... Continue reading
Posted May 10, 2018 at Perlin Estate Planning
“Nearly half of Americans have less than $10,000 stashed away for retirement, according to a report by GoBankingRates.” For half of us, the serious lack of retirement planning, along with longer life expectancies has wreaked havoc with retirement dreams. CNBC’s recent article, “42% of Americans are at risk of retiring... Continue reading
Posted May 7, 2018 at Perlin Estate Planning
“Drafting an intelligent financial plan is just one way for you to get ahead of the crowd and make sound investment decisions on Wall Street.” Successful investors understand the importance of creating a well-thought out long-term financial plan. Failing to plan, is a primary reason why so many people under-perform... Continue reading
Posted May 4, 2018 at Perlin Estate Planning
“With certain financial instruments, the beneficiary designations control the asset dispersion, regardless of other provisions, such as those in a will.” What if your spouse just passed away and you learn that the life insurance proceeds from your deceased husband will be paid to his ex-wife? Shouldn’t you, the current... Continue reading
Posted May 3, 2018 at Perlin Estate Planning
“Low-income adults’ concerns have receded from post-recession highs.” A recent Gallup poll found that 51% of pre-retirement American adults age 50 to 64 are very concerned about the Social Security system. On the other hand, as reported in Think Advisor’s article, “Older Pre-Retirees Worry a Lot About Social Security: Gallup,”... Continue reading
Posted May 2, 2018 at Perlin Estate Planning
“Aging creates unique circumstances for those with health savings accounts (HSA). Generally, the impact of approaching age 65 is to limit the ability to contribute to your HSA.” While hitting 65 can limit HSA contributions, there are some ways to squeeze every dollar into your HSA even as you approach... Continue reading
Posted May 1, 2018 at Perlin Estate Planning
“Here are five investments that cannot be used inside IRAs and other retirement plans.” Traditional and Roth IRAs aren’t limited to the narrow selection of investments that are typically offered inside employer-sponsored retirement plans, like 401(k) or 403(b) plans. Most investments are permitted inside an IRA, including stocks, bonds, mutual... Continue reading
Posted Apr 30, 2018 at Perlin Estate Planning
“It is estimated that the Baby Boomer generation is entering retirement at a rate of approximately 10,000 people per day. That is a startling figure.” Some Boomers are prepared for retirement, but others are not, says Moultrie News in the article titled “Securing retirement through engaging in business exit planning.”... Continue reading
Posted Apr 27, 2018 at Perlin Estate Planning
“The lack of a direct fiduciary duty to trust beneficiaries during the life of the settlor does not mean that a trustee is immune from reproach for his or her actions during this period.” Mildred Vail was a successful California real estate broker who ran her own business and purchased... Continue reading
Posted Apr 26, 2018 at Perlin Estate Planning
“An expert from the American Association of Retired Persons (AARP) Foundation noted that technology makes life much easier for scammers, as reported by USA Today.” Security Intelligence noted in its recent article, “Law Enforcement Conducts Largest Coordinated Elder Identity Fraud Sweep in History,” that law enforcement recently conducted the largest... Continue reading
Posted Apr 25, 2018 at Perlin Estate Planning
“This case involves the issue of whether and to what extent superior courts have authority to intervene in the administration of nonintervention estates.” The Washington Supreme Court recently held that a trial court could not construe the nonintervention will independently of the personal representative, because the Trust and Estate Dispute... Continue reading
Posted Apr 24, 2018 at Perlin Estate Planning
“Part of the value of developing a plan is the process that requires you to consider and answer crucial questions.” Everyone should have a written retirement plan. It doesn’t have to be hundreds of pages long. However, even a short document is helpful. Research shows that people who started with... Continue reading
Posted Apr 23, 2018 at Perlin Estate Planning
“Claiming Social Security is a life or death matter” Take some extra time to consider claiming your Social Security benefits at age 62. “Your life might depend on your decision,” MarketWatch notes in its article, “Why early retirement can be a killer.” This is because there’s a significant increase in... Continue reading
Posted Apr 20, 2018 at Perlin Estate Planning
“Some 1,000 luxury items from the Hollywood mansion of 1950s Hungarian hottie Zsa Gabor will go on the auction block next month, including the gilt, four-poster bed she shared with husbands six through nine.” The New York Post reports in its recent article, “Zsa Gabor estate auction includes bling, four-poster... Continue reading
Posted Apr 19, 2018 at Perlin Estate Planning
“No one likes to think about end-of-life issues. However, it's important for every adult to have a will, no matter their age.” As most of us know, drafting a last will and testament is the first step in estate planning, which is the term for how you want your assets... Continue reading
Posted Apr 18, 2018 at Perlin Estate Planning