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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
“If you’re on Medicare, the cost of your coverage for doctor’s appointments and other outpatient services is about to rise.” The standard monthly premium will be $144.60 for 2020. That’s $9.10 more than the $135.50 in 2019. The annual deductible for Part B will also rise to $198—up $13 from... Continue reading
Posted yesterday at Perlin Estate Planning
“Get out your pencils and calculators: The IRS has released a breakdown of what’s ahead for the 2020 tax year.” For taxes due in April 2020, the IRS has upped the standard deduction to $12,400 for single filers and $24,800 for married couples filing jointly. As far as gift taxes,... Continue reading
Posted 2 days ago at Perlin Estate Planning
“Planning for your farm’s future has never been more urgent. With one-third of United States farmers older than age 65, it’s estimated that 70% of farmland will change hands in the next 15 years.” A big issue for those who work on the land, is preparing to transition the family... Continue reading
Posted 3 days ago at Perlin Estate Planning
“Indiana is temporarily halting its Medicaid work requirements because of a lawsuit, part of a trend among states to rethink or tweak plans that base the program’s health benefits on employment.” Indiana is ceasing its work requirement for eligibility for Medicaid to allow time for a lawsuit that was filed... Continue reading
Posted 6 days ago at Perlin Estate Planning
“When combined with the warm climate, the friendly tax policy that allows for no income taxes and no Florida estate and inheritance taxes, makes Florida an immensely popular retirement destination.” President Trump recently tweeted that he’s moved his permanent residence to Palm Beach, Florida, saying that he’d been “treated very... Continue reading
Posted 7 days ago at Perlin Estate Planning
“While travel medical insurance can be the solution to plugging holes in coverage, it’s worthwhile first determining whether you need it.” CNBC’s recent article, “Planning to travel while on Medicare? Make sure you have coverage at your destination” explains that basic Medicare—which includes Part A (hospital coverage) and Part B... Continue reading
Posted Nov 27, 2019 at Perlin Estate Planning
“Beneficiaries of a trust typically pay taxes on the distributions they receive from the trust's income, rather than the trust itself paying the tax. However, such beneficiaries are not subject to taxes on distributions from the trust's principal.” When an irrevocable trust makes a distribution, it deducts the income distributed... Continue reading
Posted Nov 26, 2019 at Perlin Estate Planning
“A change to Tennessee law, effective Jan. 1, will make it a crime for vulnerable and elderly adults to be exposed to sexual conduct and pornography.” A change in the law will make it a crime for vulnerable and the elderly to be exposed to sexual conduct and pornography. This... Continue reading
Posted Nov 25, 2019 at Perlin Estate Planning
“There are a number of reasons you may want to update your beneficiary designations on your investment accounts. Divorce might be one of them.” Money problems in a marriage can be a big part of a couple's decision to divorce. In fact, a recent study found that 13% of divorced... Continue reading
Posted Nov 22, 2019 at Perlin Estate Planning
“All gifts are potentially subject to gift taxes, which are generally paid by the donor, not the recipient.” It’s not unusual for a senior to consider gifting her home to a married daughter or to a grandchild. There are certainly tax consequences to consider.’s recent article on this subject... Continue reading
Posted Nov 21, 2019 at Perlin Estate Planning
“You’re not getting free money as a reverse mortgage borrower. The interest you don’t pay each month, is being added to the debt.” Many people age 62 and older may consider talking to lenders about reverse mortgages. The Dallas Morning News’ recent article, “The pros and cons of reverse mortgages,”... Continue reading
Posted Nov 20, 2019 at Perlin Estate Planning
“Here’s everything you need to know about writing your will.” Writing a will is a critical part of estate planning. A will contains your legally binding directions for the distribution of your property and responsibilities, when you pass away. Like the title says, Money Check’s recent article, “Guide to Writing... Continue reading
Posted Nov 19, 2019 at Perlin Estate Planning
“Where you retire can have a big impact on your tax bills for Social Security, pensions, IRAs, 401(k)s and other income.” Did you know that based on the state in which you decide to retire, your state income tax bill could vary by several thousands of dollars? However, it’s not... Continue reading
Posted Nov 18, 2019 at Perlin Estate Planning
“Picture this scenario at the bank: A woman walks into her branch with her 25-year-old grandson and they're ready to transfer $4,000 or so out of Grandma's account into his. Is the grandson running a scam? If so, can the bank do anything to stop it?” The Detroit Free Press’... Continue reading
Posted Nov 15, 2019 at Perlin Estate Planning
“While’s revised Plan Finder tool is intended to be more user-friendly than the one it replaced, the new version has required a number of fixes and changes since its release in August, and more could be coming.” CNBC’s recent article entitled “Medicare open enrollment is underway. Here’s what’s new... Continue reading
Posted Nov 14, 2019 at Perlin Estate Planning
“Veterans Affairs officials have paid out more than $400 million in refunds of home loan funding fees, in the wake of an inspector general’s report that tens of thousands of veterans were improperly tagged with extra costs when applying for the loans.” Officials at the Department of Veterans Affairs said... Continue reading
Posted Nov 13, 2019 at Perlin Estate Planning
“Checking accounts don't necessarily require account holders to name a beneficiary.” When you open up most investment accounts, you’ll be asked to designate a beneficiary. This is an individual who you name to benefit from the account when you pass away. Does this include checking accounts? Investopedia’s recent article asks... Continue reading
Posted Nov 12, 2019 at Perlin Estate Planning
“If you're ready to make that move to New England for your own retirement, we suggest you consider the following spots.” In 2018, Maine and Vermont were two of the top 10 states people moved to for retirement, according to United Van Lines' annual national mover study. Kiplinger’s recent article,... Continue reading
Posted Nov 11, 2019 at Perlin Estate Planning
“The cost of living adjustment (COLA) will increase Social Security benefits by 1.6 percent in 2020, an average of about $24 per month for individuals, the Social Security Administration announced…” Continue reading
Posted Nov 8, 2019 at Perlin Estate Planning
“SmartAsset analyzed data to find the states in the U.S. where the nursing home care is the best.” Continue reading
Posted Nov 7, 2019 at Perlin Estate Planning
“Gifting interests in a closely held business can be an effective estate planning technique. It can save on estate taxes and reward family members for their hard work in running the family business, while transitioning ownership to the younger generation.” Continue reading
Posted Nov 6, 2019 at Perlin Estate Planning
“While rolling over funds can translate into tax-free income available down the road, you also pay taxes on the amount moved—which means no future opportunity to reduce that rate further.” Continue reading
Posted Nov 5, 2019 at Perlin Estate Planning
“It's only too easy to overlook several expenses, when you sit down to add up what you need for a happy, healthy retirement.” Continue reading
Posted Nov 4, 2019 at Perlin Estate Planning
“Actress and singer Diahann Carroll changed the face of American entertainment as we know it, by breaking barriers for African-American celebrities.” Continue reading
Posted Nov 1, 2019 at Perlin Estate Planning
“You know you should have a will, but you keep stalling. No one likes to think about dying or about someone else raising their children. However, if you get no further than scribbling notes or thinking about which lawyer to hire, you risk dying ‘intestate’—without a will that could guide your loved ones, head off family feuds and potentially save your family thousands of dollars.” Continue reading
Posted Oct 31, 2019 at Perlin Estate Planning