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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
“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
“An inheritance or estate waiver releases an heir from the right to claim assets, in the event of another person's death. A legal document is drawn and signed by the heir that forgoes the legal rights of the items.” There are several primary legal reasons why a person will use... Continue reading
Posted Jan 18, 2019 at Perlin Estate Planning
“We all know our days are numbered and there is nothing that we can do to prevent it.” Many of us recently watched the funeral of former President George H. W. Bush. There must have been considerable planning done ahead of time to make sure everything ran as smoothly as... Continue reading
Posted Jan 17, 2019 at Perlin Estate Planning
“No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.” It’s always the right... Continue reading
Posted Jan 16, 2019 at Perlin Estate Planning
“Instead of focusing on risks that we are aware of, we should be turning our focus to risks that we are oblivious to, Walter Updegrave writes in TIME.” How can you navigate towards a successful retirement? It’s simple, says Wealth Advisor in the recent article, “The Three Risks To Prepare... Continue reading
Posted Jan 15, 2019 at Perlin Estate Planning
“Young adults can often feel like they’re immortal, but nobody really knows how long they’ve got left, and that’s why estate planning is key at any age.” Those in their 20s and 30s are strongly encouraged to create an estate plan. A lot can be accomplished in a few simple... Continue reading
Posted Jan 14, 2019 at Perlin Estate Planning
“The holidays can be a wonderful time spent with family you don’t get to see often. However, it can be difficult, when you notice that mom or dad is starting to seem less like themselves.” Discussing the next steps isn’t an easy conversation, but if you plan ahead it can... Continue reading
Posted Dec 28, 2018 at Perlin Estate Planning
“Once you're gone from this earth, the task of sorting out your estate plan can be a maddening puzzle that might even spawn a family feud and end up in court.” The Street lists the “3 Worst Estate Planning Mistakes and How to Avoid Them.” These are issues that frequently... Continue reading
Posted Dec 27, 2018 at Perlin Estate Planning
“Ethical wills are written by men and women alike, with the goal of communicating personal wisdom and values to the next generation.” Ethical wills aren’t new. They’ve been around for centuries and were once communicated verbally to pass on values to future generations. Ethical wills are now written with the... Continue reading
Posted Dec 26, 2018 at Perlin Estate Planning
“Many people investing in retirement plans, such as 401(k), 403(b) and IRAs, don’t fully understand tax-deferred investing.” A recent Forbes article asks the question, “Want To Cut The Taxes In Your Retirement Money?” Who doesn’t? What are some of the major tax issues related to retirement planning and investing? We... Continue reading
Posted Dec 25, 2018 at Perlin Estate Planning
“Estate planning isn't only for the rich. Without a plan in place, there could be a long-lasting impact on your loved ones, even if you don’t have a pricey home, large IRA or valuable art to pass on. Are you still not convinced that estate planning is necessary?” Investopedia’s recent... Continue reading
Posted Dec 24, 2018 at Perlin Estate Planning
“While the vast majority of Americans won't have a taxable estate ($22.4 million per couple under the 2018 Tax Cuts and Jobs Act) when they pass away, a little bit of estate planning with an attorney can go a long way toward avoiding potential issues for you and your family.”... Continue reading
Posted Dec 21, 2018 at Perlin Estate Planning
“Thanks to a late-year IRS decision, planners can now reassure clients that they won’t have to worry about making large gifts.” There were many questions after the new tax law increased the basic estate and gift tax exemption levels, but didn’t make those changes permanent. The changes increased the exemption... Continue reading
Posted Dec 20, 2018 at Perlin Estate Planning
“House lawmakers have taken a step toward extending crucial—but expiring—financial protections to seniors receiving long-term care in home or community settings. They did so with backing from more than a dozen health care and provider organizations.” Typically, to financially qualify for Medicaid long-term services and supports (LTSS), a person must... Continue reading
Posted Dec 19, 2018 at Perlin Estate Planning
“If you have not executed a medical directive, I strongly recommend doing so. If you do have a living will, I suggest you review your document periodically to be sure it still provides the best options for carrying out your wishes.” An important part of estate planning is a medical... Continue reading
Posted Dec 18, 2018 at Perlin Estate Planning
“Three adult children of the late-singer Glen Campbell have ended their effort to contest their father's will, which specifically excluded them from any inheritance.” The Tennessean mentions in its article, “Glen Campbell’s children give up challenge to singer’s will,” that Glen Campbell died August 8, 2017, at age 81, in... Continue reading
Posted Dec 17, 2018 at Perlin Estate Planning
“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