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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
“Estate law varies by state and you will want to make sure your will reflects your location and circumstances and will be upheld.” Aretha Franklin died last August, and it was first reported that she didn’t have a will. However, recent news reports from Detroit say that, as her estate... Continue reading
Posted yesterday at Perlin Estate Planning
“A Medicaid-compliant annuity can be especially beneficial for couples, where one person needs a nursing home and the other doesn't.” A common situation happens to many elderly people—needing long-term nursing home or assisted living care—without having the money to pay for it. These people may think about applying for Medicaid,... Continue reading
Posted 2 days ago at Perlin Estate Planning
“Smart estate planning, therefore, includes addressing how to handle digital assets.” It seems that every day we conduct more of our daily activities online. We increasingly all have a digital presence on our PCs and the Internet. To complete your estate planning, you need to consider how to deal with... Continue reading
Posted 3 days ago at Perlin Estate Planning
“Three handwritten wills have been found in one of the homes of the late Queen of Soul Aretha Franklin, all with a theme of providing for her four sons and even commentary involving others she felt were insincere or ‘grossly inefficient,’ according to the documents.” Legendary vocalist Aretha Franklin passed... Continue reading
Posted 6 days ago at Perlin Estate Planning
“Some people have life insurance policies that have long-term care riders that allow them to access up to the death benefit for long-term care needs. These might be able to be sold through a life settlement.” There is a market to sell life insurance through what is known as a... Continue reading
Posted 7 days ago at Perlin Estate Planning
“Georgia is fifth in the country for elder fraud in total losses, an online publication, Comparitech, reported this month.” The four states that have higher losses than Georgia are California, Florida, Texas, and Arizona. Georgia’s losses in 2018 totaled $1.5 billion, according to The Augusta (GA) Chronicle’s recent article, “$1.5... Continue reading
Posted Jun 19, 2019 at Perlin Estate Planning
“For single parents with a minor child, the stakes are perhaps even higher.” Every estate planning conversation eventually comes to center upon the children, regardless of whether they’re still young or adults. Talk to a qualified estate planning attorney and let him or her know your overall perspective about your... Continue reading
Posted Jun 18, 2019 at Perlin Estate Planning
“Sometimes people confuse the estate tax with an income tax, but it is not a tax on income. It is a transfer tax imposed on the wealthy at death.” The federal estate tax is sometimes called the death tax. It’s a one-time tax that is imposed at death. Forbes’ recent... Continue reading
Posted Jun 17, 2019 at Perlin Estate Planning
“What is the difference between a prenup and a postnup? Do you need one? And if so, which is the right fit for your marriage?” Investopedia recently published an article, “Prenup vs. Postnup: How Are They Different?” It explains that if you or your spouse is wealthy, anticipating a big... Continue reading
Posted Jun 14, 2019 at Perlin Estate Planning
“Your estate plan isn't finished just because your attorney has drawn up a will. Proper asset titling is the next step.” Even if your financial life is pretty simple, you should have a will. However, there’s more work to be done. Assets must be properly titled, so that assets are... Continue reading
Posted Jun 13, 2019 at Perlin Estate Planning
“While it’s common advice that retirees should avoid borrowing if possible, situations could arise when it will be necessary. Where to turn?” It’s not uncommon for a homeowner to take out a home equity line of credit or borrow against an existing one. This can provide the funds to pay... Continue reading
Posted Jun 12, 2019 at Perlin Estate Planning
“Stan Lee is sadly gone but the Marvel icon is far from forgotten, especially in the L.A. County District Attorney’s office.” District Attorney of Los Angeles County Jackie Lacey has leveled elder abuse charges against Stan Lee’s former business manager, Keya Morgan. MSN’s recent article, “Stan Lee’s Ex-Manager Hit With... Continue reading
Posted Jun 11, 2019 at Perlin Estate Planning
“The Minnesota House passed a bill Friday that would license assisted living facilities across the state. Minnesota is currently the only state in the country that does not do so.” Right now, Minnesota is the one remaining state that does not license assisted living facilities. A House bill calls for... Continue reading
Posted Jun 10, 2019 at Perlin Estate Planning
“U.S. Senator Amy Klobuchar (D-MN) reintroduced the Americans Giving Care to Elders (AGE) Act to provide financial relief to caregivers, by creating a tax credit for the costs of caring for an aging relative.” The AGE Act would let caregivers qualify for a tax credit to help offset expenses. This... Continue reading
Posted Jun 7, 2019 at Perlin Estate Planning
“There are plenty of aging parents out there making life difficult for their adult children…” It’s a common problem for families, when a parent in charge of finances develops cognitive impairment and needs help managing the family trust and his own spending. It can be financially dangerous with a stubborn... Continue reading
Posted Jun 6, 2019 at Perlin Estate Planning
“Financial planning is daunting enough, but it becomes more complicated and critical when you have a child or family member with special needs.” If you fail to provide any funds or support for a family member with special needs, their future may be left to a judge, and their well-being... Continue reading
Posted Jun 5, 2019 at Perlin Estate Planning
“John Singleton’s made a crucial error in his estate planning that could cause some major drama within his family in the days following his passing.” It looks like Director John Singleton didn’t update his will, which was written in 1993. The will states that his entire estate goes to his... Continue reading
Posted Jun 4, 2019 at Perlin Estate Planning
If you are among those who haven't put together a basic estate plan, you should make every effort to accomplish this in 2019. Your family and friends will thank you. The Minneapolis Star-Tribune’s recent article, “No financial plan is complete without a basic estate plan” reports that, while Americans are... Continue reading
Posted Jun 3, 2019 at Perlin Estate Planning
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The Law Office of Brian C. Perlin, P.A. is proud to recognize our very own paralegal, Florencia Rossato, for her new appointment to the Florida Registered Paralegals Enrichment Committee. The FRP Enrichment Committee aims to heighten awareness surrounding the paralegal profession and FRP program in Florida in compliance with Rules... Continue reading
Posted Jun 1, 2019 at Perlin Estate Planning
“Sunday will mark the third anniversary of Prince’s death from an opioid overdose at the age of 57. However, the ‘Purple Rain’ singer’s estate remains as unsettled as it was the day he died in his Paisley Park mansion outside Minneapolis.” Prince’s estate, which includes master tapes of his recordings... Continue reading
Posted May 31, 2019 at Perlin Estate Planning
“What is an ABLE account and who is eligible?” Millions of Americans with disabilities and their families depend on public benefits to help provide income, health care, food and housing assistance. Eligibility for assistance through Supplemental Security Income, SNAP and Medicaid is based upon a resource test, so disabled individuals... Continue reading
Posted May 30, 2019 at Perlin Estate Planning
“Estate administration in the digital age requires having a strategy to share passwords to your computer, email and online accounts. Without that, things quickly get complicated.” With most bank customers receiving financial statements electronically instead of on paper, there are some actions you need to take to be sure your... Continue reading
Posted May 29, 2019 at Perlin Estate Planning
“You probably give to others each year, such as for birthdays and Christmas gifts. Gifting can be done for other reasons, including during life or as bequests at death. The reasons for doing so could be to accomplish nontax or tax goals.” There are several non-tax advantages of making lifetime... Continue reading
Posted May 28, 2019 at Perlin Estate Planning
“Let’s talk about death. Specifically–have you planned what will happen after yours?” it is a grim topic, but it is an important one. Without a legal will in place, your loved ones may spend years stuck in court proceedings and spend a lot in legal fees to settle your estate.... Continue reading
Posted May 27, 2019 at Perlin Estate Planning
“Employer matching of your 401(k) contributions simply means that your employer contributes a certain amount to your retirement savings plan, based on the amount of your own annual contribution.” Based on the specifics of your employer's 401(k) plan, your contributions to your retirement savings may be matched by employer contributions... Continue reading
Posted May 24, 2019 at Perlin Estate Planning