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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
“No one marries with the intention of getting divorced, but about half of all marriages in the U.S. will end in divorce. Divorce and second marriages can complicate the process of estate planning and present a number of challenges.” There are several things that blended families need to consider when... Continue reading
Posted Jul 24, 2019 at Perlin Estate Planning
“The more financial errors you avoid making, the more money you'll be able to keep in your pocket—or in your retirement coffers.” You're probably making a few money mistakes, and they may be costing you a fortune. Motley Fool’s article, “5 Money Mistakes You Probably Don't Even Realize You're Making,”... Continue reading
Posted Jul 19, 2019 at Perlin Estate Planning
“When it comes to the prospect of dementia, advance directives are critical because the disease is progressive.” The Roanoke Times advises in the recent article “What to do in absence of advance directive” to talk to an experienced elder care attorney to coordinate the necessary legal issues, when dementia may... Continue reading
Posted Jul 18, 2019 at Perlin Estate Planning
“You have just completed what may very well be one of the most important documents for you and your family. Time passes, years go by, your will is safe and sound – but is it still up-to-date?” OK, great!! You’ve created your will! Now you can it stow away and... Continue reading
Posted Jul 17, 2019 at Perlin Estate Planning
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“The more you read the trust, the more familiar you will become with the key provisions.” Forbes’s recent article, “A Beginner's Guide To Reading A Trust,” says that as much as attorneys have tried to simplify documents, there’s some legalese that is still hanging around. Let’s look at a few... Continue reading
Posted Jul 16, 2019 at Perlin Estate Planning
“Almost three years after San Diego developer and philanthropist Conrad Prebys died, a court fight continues over control of his $1 billion estate.” Debra Turner, the longtime partner of the San Diego developer and philanthropist Conrad Prebys, has tried to sue the directors of the Conrad Prebys Foundation for their... Continue reading
Posted Jul 15, 2019 at Perlin Estate Planning
“A trust can be a vital component in an estate plan.” A trust is a fiduciary arrangement that lets a third party (the “trustee”) hold assets on the behalf of a beneficiary. Trusts can be drafted in a variety of ways and can specify exactly how and when the assets... Continue reading
Posted Jul 1, 2019 at Perlin Estate Planning
“Claims of elderly financial abuse or exploitation quadrupled in four years, according to a report from the Consumer Financial Protection Bureau (CFPB)” Earlier this year, the Consumer Financial Protection Bureau analyzed more than 180,000 Suspicious Activity Reports (SARs) submitted by financial institutions to FinCEN, the federal government watchdog agency, from... Continue reading
Posted Jun 28, 2019 at Perlin Estate Planning
You may hear commercials for companies that say they can get you released from a timeshare purchase and lease agreements. If your parent passes away intestate (without a will) and owned a timeshare, you may not want it. When a timeshare owner dies, the timeshare will usually be part of... Continue reading
Posted Jun 27, 2019 at Perlin Estate Planning
“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 Jun 26, 2019 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 Jun 25, 2019 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 Jun 24, 2019 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 Jun 21, 2019 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 Jun 20, 2019 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