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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
“Learn how to generate a reliable income from your retirement nest egg without liquidating your principal assets.” Stock Investor’s recent article, “6 Retirement Estate Planning Criteria You Must Address,” says every retiree’s investment objective should address these six criteria: Minimum required yield. This is the first factor when looking for... Continue reading
Posted 7 hours ago at Perlin Estate Planning
“Choosing the right beneficiaries for the right assets can be complicated, so consider making an appointment to ensure that your plan covers all of the financial and legal bases.” When you pass away, what you leave to your loved ones is important, but so too is how you leave those... Continue reading
Posted yesterday at Perlin Estate Planning
“When a widowed mother plans to split her mutual fund portfolio equally among all of her children, it may be acceptable to everyone in the family. However, passing on a vacation home in the same way can have unintended consequences.” Financial Planning’s recent article, “Save clients from tax pitfalls, family... Continue reading
Posted 2 days ago at Perlin Estate Planning
Blended families have an opportunity to launch new relationships and traditions, but they often face pitfalls where finances are concerned. Did you know that about 1,300 new stepfamilies are created every day? That’s from the Stepfamily Foundation, and the Pew Research Center says 41% of all Americans have at least... Continue reading
Posted 3 days ago at Perlin Estate Planning
“An administrator is responsible for the faithful administration of the estate's property…” The administrator of a decedent's estate in Oklahoma appealed an order from the trial court forcing the administrator to file a federal estate tax return for the estate and elect portability of the Deceased Spousal Unused Exclusion Amount... Continue reading
Posted 4 days ago at Perlin Estate Planning
“If you use a 529 plan to save for a grandchild, here's what you need to know.” A recent nj.com post says that a 529 College Savings Plan is a great gift for a grandchild. The article, “529 plan funding for a grandchild,” explains that opening a 529 plan gives... Continue reading
Posted 7 days ago at Perlin Estate Planning
“Five months after actor Alan Thicke died, he’s the subject of what’s shaping up to be a bitter family feud over the remainder of his estate.” Alan Thicke’s two eldest sons, Brennan and Robin, filed a petition in Los Angeles County Superior Court over claims that their father’s widow is... Continue reading
Posted Jun 15, 2017 at Perlin Estate Planning
“Even though you and your ex-spouse may no longer be in love with each other, you may still have the ability to tap into his or her Social Security benefits. Think of it as a going-away gift from your ex.” You may be eligible for Social Security based on your... Continue reading
Posted Jun 14, 2017 at Perlin Estate Planning
“Now that the heirs are stepping up and Prince’s distinctive shadow is receding, everyone sitting around the table wants to run the legacy like a business.” The probate nightmare Prince created by not having a will has ended. The musician’s relatives have moved from defending their position, to gaining the... Continue reading
Posted Jun 13, 2017 at Perlin Estate Planning
“The road to retirement is pretty straightforward—until you start getting close.” If you’re heading toward retirement, you need to address five challenges. That is according to Kiplinger’s recent article, “Near Retirement? 5 Plans You MUST Have in Place.” You may be ready to move from accumulating money to protecting what... Continue reading
Posted Jun 12, 2017 at Perlin Estate Planning
“Procrastination is the greatest enemy of estate planning. It can lead to heartbreaking and expensive consequences.” Estate planning isn’t just a topic for older people. It’s also for young families with children and mortgage payments. They are often the least prepared and most vulnerable in case of a parent’s unexpected... Continue reading
Posted Jun 9, 2017 at Perlin Estate Planning
“An on-again-off-again legal battle over a diamond that belonged to Elizabeth Taylor is back on again, as the late actress’s estate filed suit Thursday in New York against Christie’s auction house.” The “Taj Mahal,” a heart-shaped diamond, was given to Taylor by Richard Burton on her 40th birthday. It was... Continue reading
Posted Jun 8, 2017 at Perlin Estate Planning
“A globe-trotting genealogist has made a cottage industry out of searching Eastern Europe for the long-lost relatives of people who died without wills in New York City and in other parts of the U.S.” The New York Daily News tells the story of Vadim Tevelev. He has worked on more... Continue reading
Posted Jun 7, 2017 at Perlin Estate Planning
“Workers over age 59½ may want to take advantage of the flexibility and choice of IRAs, by rolling their 401(k)s over while they're still employed with an ‘in-service rollover.’” In the past, most American workers received a pension when they retired. It was an important monthly income stream paid by... Continue reading
Posted Jun 6, 2017 at Perlin Estate Planning
“Besides benefiting the charity, you may save a bundle on income taxes, as well as stay below the income cutoff for some other taxes and charges.” At 70 ½, you need to begin taking required minimum distributions from your retirement accounts. You can make a tax-free transfer from an IRA... Continue reading
Posted Jun 5, 2017 at Perlin Estate Planning
“For now, trimming your tax tab is up to you, not the men and women in Washington who write the tax law.” A recent article from Kiplinger, “Retirees, Cut Your Taxes With These Moves,” offers some ideas to help you limit how much you owe. Forms. Make sure that you... Continue reading
Posted Jun 2, 2017 at Perlin Estate Planning
“A Manhattan estate feud over an allegedly purloined painting, could bring a big loss to a famed Las Vegas hotel-casino.” A Manhattan estate dispute over an allegedly stolen painting could mean a big loss to a large Las Vegas hotel and casino. The Bellagio is waiting for the $1.085 million... Continue reading
Posted Jun 1, 2017 at Perlin Estate Planning
“It is not easy to speak about living wills. But for every first responder, it’s a conversation worth having.” Although first responders experience illness, injuries and death every day, they still can be hesitant to create a living will for themselves. Nonetheless, it’s important. EMS1.com recently posted a story, “Why... Continue reading
Posted May 31, 2017 at Perlin Estate Planning
“The experiences of people we care about often deeply affect us.” As we think of our parents aging, we may also start to think about our own aging. Sometimes it takes a negative experience with a parent’s estate planning to motivate us to start planning for our own long-term care... Continue reading
Posted May 30, 2017 at Perlin Estate Planning
“Hundreds of Elvis Presley artifacts and memorabilia are still being held by a Las Vegas casino, a year after the King’s estate filed a lawsuit to get those valuables back from a short-lived exhibit.” The Westgate Las Vegas Resort and Casino’s chief operating officer Mark Waltrip said that Elvis Presley’s... Continue reading
Posted May 26, 2017 at Perlin Estate Planning
“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 May 25, 2017 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 May 24, 2017 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 May 23, 2017 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 May 22, 2017 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 May 19, 2017 at Perlin Estate Planning