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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
“Bringing up the 'P' word before you marry may be awkward. However, you can always tell your intended, 'My lawyer made me do it.'” Many people think that prenups (prenuptial agreements) kill the romance. However, the CT Post asks, in its article, “Millennial Millionaires and Their Prenups-What They Need to... Continue reading
Posted Dec 7, 2018 at Perlin Estate Planning
“Roth IRAs must still follow many of the same rules as traditional IRAs, however, including restrictions on withdrawals and limitations on types of securities and trading strategies.” Roth IRAs are very popular. You pay taxes on the contributions today, and then investors can avoid paying taxes on capital gains in... Continue reading
Posted Dec 6, 2018 at Perlin Estate Planning
“Assets in 529 plans have grown significantly in recent years, due to their college planning potential. However, there’s another side to 529 plans that may appeal to you—potential estate planning benefits.” To understand the way in which a 529 college savings plan can work with an estate plan, it’s important... Continue reading
Posted Dec 5, 2018 at Perlin Estate Planning
“While advanced estate plans can be very in-depth, there is a way to simplify one’s estate planning process.” Many investments allow an investor to name a beneficiary of the asset upon death. The proper use of this benefit can make a person’s estate plan much more efficient, says the Tupelo... Continue reading
Posted Dec 4, 2018 at Perlin Estate Planning
“Michigan, unlike some states, lets your next of kin decide what happens to your remains—even if it goes against your wishes.” Michigan has a relatively new state law designed to let you have a final say, even in death, by naming a funeral representative who will decide your arrangements and... Continue reading
Posted Dec 3, 2018 at Perlin Estate Planning
“More than $150,000 is stolen from an 86-year-old man and police say it was his son and daughter-in-law who did it.” A Pennsylvania couple is facing charges of felony theft and access device fraud for allegedly stealing more than $100,000 from the man’s father over a four-year period. Chester Robert... Continue reading
Posted Nov 19, 2018 at Perlin Estate Planning
“Trusts can be very powerful tools to transfer and protect family wealth for future generations…” However, frequently families wind up becoming unhappy with their trusts because it’s the wrong solution, according to a recent article from Forbes, “Why You Might Need To Fix Your Family Trusts.” There are several reasons... Continue reading
Posted Nov 16, 2018 at Perlin Estate Planning
“After tough years building their businesses, most business owners take great pride in what they've created. Some owners are so proud and dedicated to their businesses that they don't wish to retire. Instead, they intend to continue leading the business they love, until their dying day.” The San Antonio Business... Continue reading
Posted Nov 15, 2018 at Perlin Estate Planning
“There have been big “Changes” to the state of some of Tupac Shakur’s previously unreleased music.” A collection of recordings that the hip-hop icon Tupac Shakur made before his death, has been returned to his estate. It’s part of a settlement of a drawn-out legal struggle, according to TMZ. In... Continue reading
Posted Nov 14, 2018 at Perlin Estate Planning
“Most people are aware that taxes are owed on estate transference, but people tend to be foggy on the details, until it’s too late to do anything about it.” Handling the affairs of a loved one’s estate can be stressful and difficult. However, to receive the full benefit of the... Continue reading
Posted Nov 13, 2018 at Perlin Estate Planning
The question isn’t whether the secretive Microsoft founder structured his finances for maximum posthumous impact. It’s whether the plan is so well-designed that we’ll never find out.” People who knew Paul Allen say he had a long-term plan. They say his money has been working in secret for decades now,... Continue reading
Posted Nov 12, 2018 at Perlin Estate Planning
“It’s no silver bullet, but it can help pay off debt, estate costs and funeral expenses.” Farm families can use life insurance to help with the transition from one farming generation to another. If this move is done correctly with life insurance, it provides funds that are not subject to... Continue reading
Posted Nov 9, 2018 at Perlin Estate Planning
“How to tell if an executor is managing responsibilities fairly.” It’s common when both parents die, that they leave their home to their children. However, what happens when the sibling, who’s the executor, refuses to sell the home (which still has a home equity loan). nj.com’s recent article, “What happens... Continue reading
Posted Nov 8, 2018 at Perlin Estate Planning
“SurveyMonkey board member Sheryl Sandberg plans to donate her stake in the company to charity, as part of her commitment to the Giving Pledge. Donating appreciated assets is a strategy that can benefit all investors, regardless of your level of wealth.” If you donate to charity regularly, you may want... Continue reading
Posted Nov 7, 2018 at Perlin Estate Planning
“Without these important documents, your heirs could overlook financial accounts or miss out on life insurance benefits.” Who likes to think about death and end-of-life arrangements? Not too many of us, to be sure. However, being prepared for the inevitable is a wise thing to do, and it's a kind... Continue reading
Posted Nov 6, 2018 at Perlin Estate Planning
“Countless questions arise as you're planning for retirement. How much do you need to save? Could you be saving more? When do you plan to retire? Can you actually retire at that age and live comfortably?” Retirement planning can be downright exhausting and overwhelming. As Motley Fool’s recent article, “Don't... Continue reading
Posted Nov 5, 2018 at Perlin Estate Planning
“The Trump tax cuts made federal estate taxes a thing of the past for most Americans. By doing so, they wreaked havoc in several states that tied their state estate taxes to federal law.” Many states have had their estate taxes tied to the federal threshold. Therefore, the threshold when... Continue reading
Posted Nov 2, 2018 at Perlin Estate Planning
“A corporate trustee should take the time to conduct an in-depth analysis to fully understand your short-term and long-term goals, your current situation and foreseeable liquidity needs and your risk tolerance.” Sound investment management is one of the most crucial but frequently overlooked parts of managing a trust. It requires... Continue reading
Posted Nov 1, 2018 at Perlin Estate Planning
“When you claim Social Security benefits prior to your Social Security defined full retirement age (FRA) and continue to work, your benefits will be subject to the earnings test. In 2018, $1 will be withheld for every $2 earned over the annual threshold of $17,040, if you do not obtain... Continue reading
Posted Oct 31, 2018 at Perlin Estate Planning
“Real estate agents, CPAs and firefighters are part of the expanded list of professions now required to report, when they suspect a case of elder abuse.” Continue reading
Posted Oct 30, 2018 at Perlin Estate Planning
“According to Radar Online, Pitt has set up a $250 million trust for his children and Jolie will not get a dime.” Wealth Advisor’s recent article, “Even Brad Pitt Has Prepared A Will (And A Post-Divorce Trust),” reports that 54-year-old Brad Pitt has decided to make a will and leave... Continue reading
Posted Oct 24, 2018 at Perlin Estate Planning
“You have rights, if you believe an executor or trustee is not acting in the best interests of the beneficiaries.” It’s not uncommon for a parent to pass away with a will that says her children will divide the estate equally, after all the debts are settled. It’s also not... Continue reading
Posted Oct 23, 2018 at Perlin Estate Planning
“I have read about the progression of dementia. I have talked about it and I have observed it in other families. My purpose today to emphasize to you that living through it is a whole other ballgame. A compelling article from Financial Advisor, “The Limits of Financial and Estate Planning... Continue reading
Posted Oct 19, 2018 at Perlin Estate Planning
“Life insurance can be tricky to figure out, with all its technicalities and rules.” Investopedia’s recent article entitled “Top 10 Life Insurance Myths” looks at the top 10 misconceptions about life insurance. Hopefully, this information will answer some questions, dispel some incorrect notions and make the process of getting coverage... Continue reading
Posted Oct 18, 2018 at Perlin Estate Planning
“Though retirement can be an exciting milestone to look forward to, for many older Americans, the thought of leaving the workforce is overwhelmingly stressful.” A big part of the stress of retirement are all of the unknowns. There are still certain things you can do that will give you more... Continue reading
Posted Oct 17, 2018 at Perlin Estate Planning