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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
“’Elder orphans’ is a new term coined to describe 22 percent of Americans over the age of 65 who lack someone, like a family member to take care of them.” Roughly 66% of those over 65 need some form of long-term care help, and the majority will depend on a... Continue reading
Posted 7 days ago at Perlin Estate Planning
“There are many types of taxes to consider in connection with an estate: estate tax, inheritance tax and income tax.” After the last surviving parent passes away, the estate may sell his home. The proceeds are then divided up, pursuant to the directions set out in the will. If children... Continue reading
Posted Apr 10, 2019 at Perlin Estate Planning
“The Last Will and Testament plays an essential role in estate planning and without question everybody should have one.” A will is a legal document that states how your property should be distributed when you die. It also names guardians for any minor children. Whatever the size of your estate,... Continue reading
Posted Apr 8, 2019 at Perlin Estate Planning
“As life happens and things change—and as you pass big milestones like getting married, having children or retiring—your estate plan and will should change too.” When a person hits the age of 18, they should at least have powers of attorney to designate who will make their healthcare decisions and... Continue reading
Posted Mar 27, 2019 at Perlin Estate Planning
“If you moved to Nevada recently from some other state, you need to get your estate planning documents changed at least to show Nevada law controls, not the other state law.” An estate planning attorney will be able to craft an amendment to your grantor (living, revocable) trust to be... Continue reading
Posted Mar 26, 2019 at Perlin Estate Planning
“Consider this your wakeup call.” Many of us are natural-born procrastinators, especially with financial matters. For instance, it's not unusual to delay until the last minute to file a tax return, but Motley Fool gives us a few money moves Americans tend to delay—and reasons why you shouldn't wait any... Continue reading
Posted Mar 25, 2019 at Perlin Estate Planning
“Legal experts say estate planning doesn't have to be complicated or costly.” When a parent dies somewhat unexpectedly, adult children may be overcome by grief. However, they then may become overwhelmed by frustration. It’s almost too difficult to mourn right now—because the family can be too busy trying to take... Continue reading
Posted Mar 21, 2019 at Perlin Estate Planning
“What is the importance of estate planning and advance health care directives for cancer patients?” We’ve said that estate planning is important for everyone. However, it can be especially important for cancer patients. While some believe estate planning is only for the wealthy, that’s not the case: it’s an important... Continue reading
Posted Mar 20, 2019 at Perlin Estate Planning
“Try to work things out with the executor, before you take the next steps in a dispute over an estate.” It’s not uncommon for a senior to let her adult children know about her life insurance policies. In many cases, it’s because that child or all of her children are... Continue reading
Posted Mar 19, 2019 at Perlin Estate Planning
“Last week’s actions by legislators—which are just now getting underway—seek to increase the penalty for those who are financially exploiting Tennesseans through telephone and electronic scams.” The Cleveland (TN) Daily Banner’s recent article, “Elder financial abuse leads recent legislation,” reports that one of the Tennessee 111th General Assembly’s major actions... Continue reading
Posted Mar 18, 2019 at Perlin Estate Planning
“If you have a lot of wealth, now is the time to take advantage of giving some of it away to loved ones, charity or anything else dear to you. If they inherit your estate, they get another benefit. Reason: The new tax law has given a big break to... Continue reading
Posted Mar 8, 2019 at Perlin Estate Planning
“The Tax Cuts and Jobs Act signed into law in December 2017 could have a big impact, not only on estate tax planning but also on income taxes derived from unrealized estate tax consequences.” If you haven’t reexamined your estate plan in light of the changes in the Tax Cuts... Continue reading
Posted Mar 7, 2019 at Perlin Estate Planning
“Under the new rules, veterans will be given three options for their benefits appeals. All three are designed to streamline the complicated existing process for cases, which can languish for years as new evidence and arguments are introduced throughout the timeline.” Veterans rejected for disability benefits will have new options... Continue reading
Posted Mar 6, 2019 at Perlin Estate Planning
“Make a mistake when inheriting an IRA and you might face tax consequences. Make a mistake when inheriting a gun collection, and there's a chance you could face felony charges. Therefore, anyone who owns a gun, may want to consider adding a gun trust to their estate plan.” If you’re... Continue reading
Posted Mar 5, 2019 at Perlin Estate Planning
“In this article, we are going to give you the reasons why you should hire a lawyer for your estate plan.” A common question among people is “Can I write my own will?” or “Do I really need a lawyer to do my estate planning?” The Frisky‘s recent article, “Why... Continue reading
Posted Mar 4, 2019 at Perlin Estate Planning
“Edie McClurg, whose acting credits include the 1986 hit movie Ferris Bueller's Day Off, has been battling dementia prompting her family to seek court intervention.” Family and friends of the 67-year-old actress Edie McClurg recently filed court documents requesting a conservatorship to manage her affairs, according The Daily Mail article,... Continue reading
Posted Mar 1, 2019 at Perlin Estate Planning
“Professional designations provide a standardized way for financial advisors to convey their expertise and ability to contribute to your financial well-being.” Finding a financial advisor can be a confusing process, especially since there are different standards of care that financial professionals provide, Forbes explains in the article “What Designations Should... Continue reading
Posted Feb 28, 2019 at Perlin Estate Planning
“It is no surprise to us that people would want to retire in Florida.” A recent report by WalletHub ranks Florida as the best place to retire in terms of affordability, health-related factors and overall quality of life. According to the U.S. Census’ 2017 Population Estimates Program, roughly a half-million... Continue reading
Posted Feb 27, 2019 at Perlin Estate Planning
“It's awfully tempting. You see that money in your 401(k) plan account just sitting there. You think of all the possible uses for it. Why not take a loan? You will pay it back—with interest!” Generally, it’s a really bad idea to take a loan from your 401(k). Wealth Advisor’s... Continue reading
Posted Feb 26, 2019 at Perlin Estate Planning
“It's important to understand that Medicare Part A and Part B leave some pretty significant gaps in your health-care coverage.” Medicare Part A and Part B are also known as Original Medicare or Traditional Medicare. These two parts cover a large portion of your medical expenses, after you turn age... Continue reading
Posted Feb 22, 2019 at Perlin Estate Planning
“I'm the executor of my mother's estate. She has an IRA where the beneficiary is her estate. When I withdraw this IRA into her estate account, how will this money be taxed?” The executor of a person’s estate must take on the important responsibility of ensuring that the deceased person's... Continue reading
Posted Feb 1, 2019 at Perlin Estate Planning
“You've just purchased or opened a small business and you know your trade. However, when it comes to bookkeeping – and more specifically, budgeting – your skill set is lacking. The good news is that it is possible to come up with a budget, or at least a good estimation... Continue reading
Posted Jan 31, 2019 at Perlin Estate Planning
“After taking inventory of your possessions, including your home, vehicle, stocks, life insurance policies, etc., there are many steps you will need to take to protect these assets -- and yourself. There are many steps and documents that advisors will suggest you put into place immediately for your protection.” Many... Continue reading
Posted Jan 30, 2019 at Perlin Estate Planning
“A blind trust is a type of living trust in which neither the grantor nor the beneficiary has control over or knowledge of the assets in the trust or how they’re being managed. A third-party trustee, who can be an individual or an institution, has full control of the trust... Continue reading
Posted Jan 29, 2019 at Perlin Estate Planning
“A new state law is aimed at reducing how often older Ohioans are defrauded and increasing financial penalties for those who exploit the elderly.” A new state law was recently signed into law by Ohio Governor John Kasich that ups the financial penalties for theft from an elderly person. The... Continue reading
Posted Jan 28, 2019 at Perlin Estate Planning