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Estate Planning & Probate Law Firm serving Miami and South Florida since 1985

Founded in 1985 by Brian C. Perlin, the Law Office of Brian C. Perlin, P.A. is a boutique estate planning and probate law firm firm located in Coral Gables, Florida. Our office represents clients throughout South Florida in matters related to estate planning, probate, trust administration, elder law and asset protection. Through extensive knowledge of the law, along with our background in tax and financial services, we provide clients with tailored, strategic plans to meet their needs and the needs of their families, while being mindful of the life events many clients are facing.

The Law Office of Brian C. Perlin, P.A. prides itself on the creation of well-designed estate plans, and on easing the burden of the probate, guardianship and trust administration processes. For over 35 years, we have safeguarded thousands of families from the potentially devastating effects of illness, disability, creditor claims and death. Regardless of your stage in life, it is never too early or too late to make a plan. We look forward to assisting you in achieving a peace of mind that only comes from the creation of a proper legal plan.

At the Law Office of Brian C. Perlin, P.A., our credentials enable us to provide a multi-disciplinary approach to our legal services. By building relationships with our clients, we are also able to understand each client’s needs and desires, and we support such goals through thoughtful, comprehensive planning techniques. Please watch our videos to learn more about who we are and the services we provide.

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MAKING A DIFFERENCE ONE FAMILY AT A TIME

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Client Testimonials

Mr. Perlin and his staff are outstanding! Very professional, friendly people. The office has a serenity to it, and Mr. Perlin’s knowledge is comforting. He takes his time explaining any and all questions/ concerns – you never feel rushed. My husband and I are very pleased that he was recommend to us. We will definitely recommend him to anyone that his services would help.
Thank you Brian and staff!
Isabel

Excellent !!! thankful for meeting Mr. Pelin !! great advise and gave me honest options to my case, including one that did not involved him at all. Felt his honesty. I will definitely recommend him no doubt. !!
Karina

Brian Perlin is a true professional. We used him for our estate planning and found he has extensive knowledge in this area. He is patient in explaining any questions or concerns you may have. Appointments are on schedule. A five star experience for sure. We recommend him highly.
Susan

Why Do I Need an Estate Planning Attorney Near Me?

Have you wondered why you might need a local Florida estate planning attorney? Are you aware of how many families live in “non-traditional” configurations? In fact, there has definitely been an expansion in the definition of what a traditional family is. But when it comes to estate planning, the process can be trickier if your family does not fit into the classic mold of two married opposite-sex parents and two biological children.

In fact, it is critical that you get the correct estate planning tools in place to ensure your family is provided for in the manner you want for them. If you have ever been divorced or had a child with a partner other than your current spouse, and you still have minor children, it may be important to choose a local Florida estate planning attorney. Your local Florida estate planning attorney should have experience with blended families in order to guide you through the estate planning process.

Typically, married parents leave everything they have to the other parent, trusting that this person will use the money to care for their children. However, if you are divorced or re-partnered, did you know that one of the most important criteria in choosing a Florida estate planning attorney may be finding a local Florida estate planning attorney who can assist you in making arrangements for both your new partner and your minor children?

Did you know there are many types of families? Some blended families are “yours, mine, and ours” configurations wherein one or both parents have children from a prior marriage. Some of those blended families may then have additional biological children born into the new marriage. There are also some single parents who have their own households, while others live with extended families who develop close relationships with their children that are parent-like in nature.

Are you currently not married to your child’s other parent, and are you in any of the above mentioned situations? Then finding a Florida estate planning attorney in your area who has experience beyond cookie-cutter configurations may be important to make sure the right financial arrangements are structured. Be aware that when you are no longer married to your children’s other parent, making sure that your children are financially safe may require you to name a custodian for any money they will inherit as minors. Unless you are extremely amicable, most single parents would not choose their ex-partner as this custodian, even if the children would ultimately live with that person due to legal custody arrangements.

However, through estate planning you can choose your current partner, a grandparent, or any friend or relative you trust to manage your children’s inheritance. It is important to choose someone. The right Florida estate planning attorney will guide you in making this choice.

At the Law Office of Brian C. Perlin, P.A., our credentials enable us to provide a multi-disciplinary approach to our legal services. By building relationships with our clients, we are also able to understand each client’s needs and desires, and we support such goals through thoughtful, comprehensive planning techniques. We encourage you to contact us and schedule a meeting.

Create a Checklist of Key Items Before Deciding on a Nursing Home

In your family, do you have an aging loved one who may soon need to move into a nursing home? Are you concerned with what could happen to your aging loved one in a nursing home? How do you find one that will take responsible care of your loved one?

We have created a checklist of key items for you to look for as inquire about when visiting potential nursing homes. Use this checklist of key items before you decide on the right nursing home for your loved one. When you visit potential nursing homes, speak up and ask about these key items and whether there have been any incidences of these items occurring. The administration must be forthcoming in letting you know what happens in their facility in regard to the following key items.

1. Bedsores, also known as pressure ulcers. These are painful sores that most often result from a lack of attention and care. Now this is especially true for senior residents who have difficulty with physical mobility. If an aging senior is left lying in bed or sitting in a wheelchair for too long, circulation can be impeded and sores may develop in areas of the body where skin presses against bone. Sores can be especially in the areas of the elbows, hips, ankles and along the spine. This is an extremely serious problem because infections can easily begin. These infections will lead to major health problems, and could even be life-threatening. They are also completely avoidable! Nursing home caretakers should be well-educated about them and treat aging residents accordingly.

2. Re-Positioning. If senior residents are at-risk for bedsores, ask how often they are re-positioned? As a general rule most everyone shifts and moves when sleeping or lying down, but seniors with mobility issues may not be able to. Therefore, they need to be gently, and frequently, re-positioned.

3. Hydration. It is imperative that everyone have proper hydration, but this is especially true for the elderly. Aging adults have skin that is especially vulnerable to becoming dry and thin from lack of fluids. This dry and thin skin of the aging adult then increases the risk of developing bedsores. Make sure that an aging loved one has plenty of liquids around them at all times, and advocate for the use of skin lotions as well.

4. Hygiene. When elderly people are immobile they need special attention to keep up their personal hygiene, especially with respect to bodily waste. If their hygiene is not properly cared for, irritated skin can lead almost immediately to rashes and infected bedsores and cause catastrophic results.

Armed with the knowledge of these basics will help you make sure that the facility your senior loved one moves into knows and understands how to protect aging seniors. In addition, and most importantly, when you visit your loved one you can observe whether the nursing home is caring properly for their aging and frail residents. With the health and well-being of vulnerable loved ones at stake, it is vital that you look out for bedsores and neglect when you visit.

If you suspect an aging loved one is suffering from neglect or bedsores in a nursing home, it is highly recommended that you speak with an attorney to do something about it. Do not wait. If you have questions, do not wait to contact our law office to ask them.

We know this article may raise more questions than it answers. We know you may have questions about this, and many other, issues. At the Law Office of Brian C. Perlin, P.A., our credentials enable us to provide a multi-disciplinary approach to our legal services. By building relationships with our clients, we are also able to understand each client’s needs and desires, and we support such goals through thoughtful, comprehensive planning techniques. We encourage you to contact us and schedule a meeting.

7 Tips for Evaluating Your Parents’ Potential Long-Term Care Needs After the Holidays

Did you enjoy visiting your parents over the holidays? Does it seem that time passes quickly and your parents seem older and more frail each passing year? Are you ready for what may face them in the future? Ability to age-in-place, drive on their own, maybe even a nursing home? Have you considered talking about the potential for your parents to need long-term care? This may be a tough conversation. However, it is important for you and your parents to have a conversation about their wishes for now and in the future and what you may be able to do to help them. The following are seven tips to include in your discussion with your parents for evaluating their potential long-term care needs.

Overall health. Have your parents had any new medical diagnoses or issues in the past year? Are they consulting with their physician about a medical issue that could develop into something more serious? Are they taking the medications they need each day? Is their medicine cabinet orderly and are their medicines up-to-date?

Mental capacity. As we age, it can be normal for memory to change. But, if your parents are forgetting information about their daily routine, it could be a sign of the onset of Alzheimer’s or another form of dementia. Even if the forgetfulness is just a sign of aging rather than severe enough to warrant an official diagnosis, if it extends to forgetting to take necessary medication, this can be a sign that they need long-term care assistance.

Neat and tidy. Have your parents always been neat and tidy? Are you now noticing piles of papers stacked up by the walls and on the kitchen table? It may be time to talk about getting them some help to organize on a daily or weekly basis.

Cleanliness. Do your parents seem to have an inability to keep up with housekeeping, such as significant dirt, dust, or spoiled food? There may need to be a need for housekeeping assistance. It also might be a sign of dementia and require you to look into long-term care.

Widowhood. If one of your parents recently passed, leaving the other to live alone for the first time in many years, it is important to check up on how he or she is feeling. Also ask whether he or she feels able to manage a household by himself or herself.

Lack of socialization. If your normally active parent is spending a lot less time out of the house, this may be cause for concern. You can help by looking into local activities at a senior center, house of worship, or the library. If your parent does not feel able to initiate social interaction, finding a companion may be another option.

Still driving? Have vision and spatial issues become too much and impaired the ability of your parents to drive safely? It may be time to sit down and talk to them about alternatives, like finding a driver or looking into other assistance.

If your parents are ready to put long-term care plans in place, our office is available to assist with this and related legal issues. Please contact us to schedule a meeting time.

We know this article may raise more questions than it answers. At the Law Office of Brian C. Perlin, P.A., our credentials enable us to provide a multi-disciplinary approach to our legal services. By building relationships with our clients, we are also able to understand each client’s needs and desires, and we support such goals through thoughtful, comprehensive planning techniques. We encourage you to contact us and schedule a meeting.

3 Florida Estate Planning Tips to Start the New Year

Are you busy finalizing your list of resolutions? As you celebrated and enjoyed the holidays with your family, were you reminded that you need to plan ahead for yourself and your family? Are you concerned that you have not created your Florida estate plan and so it is on the top of your list of resolutions? So what do you do now? What should go into your estate plan? Or, do you have a plan but it has been gathering dust on a shelf in your office? Let us help you get started.

First, we meet often with clients and their loved ones to discuss just what is needed to be sure that they are personally protected, as well as their businesses, their family, and the legacy they want to leave behind. These meetings have allowed us to develop an estate planning checklist with tips we would like to share with you. We recommend you use it now to make sure that your estate plan reflects your goals for you and your family now and in the future.

First tip: If you have already created your estate plan be sure it is up-to-date. If you have not created your estate plan, then do so as soon as possible. If you have created your estate plan, be aware that simple things, like name changes and address changes, can cause problems when they are not updated. If you have not updated your estate plan recently, make plans now to meet with your experienced Florida estate planning attorney. Be sure to have your estate plan checked so that you are assured that it reflects what you actually want for yourself, your family and your legacy. In fact, we encourage you to make sure that your health care decision-making documents reflect who you want to make decisions for your healthcare if you suddenly became incapacitated. Make an appointment and check in with your Florida estate planning attorney to make sure you have the person you want to have legal authority to make decisions for you in a crisis set up properly.

Second tip: You need to have retirement goals and retirement planning in place. Did you know that a critical part of estate planning is retirement planning? Do you have goals for your retirement? Does your estate plan follow your goals for retirement? Do you need guidance on how to get where you want to go, not just financially, but with an eye on the legacy that you want to create?

Third tip: Be sure to begin long-term care planning soon. Do you know what would happen if, in the future, you might need significant long-term care? Are you aware that Medicare will not pay for most types of long-term care? This means it is essential for you to consider your long-term care needs and how the financial drain on your resources could impact your estate-planning. It is important for you to think about your estate plan jointly with your long-term care plan. As you look this new year at your resolution of completing or updating your estate plan it is now time to schedule a meeting with your Florida estate planning attorney to discuss how potential long-term care complications could inhibit how you reach your estate planning goals.

We know you may have questions about this, and many other, estate planning issues. At the Law Office of Brian C. Perlin, P.A., our credentials enable us to provide a multi-disciplinary approach to our legal services. By building relationships with our clients, we are also able to understand each client’s needs and desires, and we support such goals through thoughtful, comprehensive planning techniques. We encourage you to contact us and schedule a meeting.

There May Be Updated Planning Opportunities for Florida SLATs

Have you and your spouse completed a comprehensive Florida estate plan? Have you and your spouse considered any trust planning to be sure your goals for yourself, your family, and your legacy are reached? There may be updated planning opportunities for you. We would like to share information about the Spousal Lifetime Access Trust, commonly referred to as a “SLAT.” This is an estate planning tool you could consider adding to your estate plan. It will allow you to remove up to $12.06 million from your estate and place it in an irrevocable trust for your spouse. 

Originally, the goal of the SLAT was that when you removed up to $12.06 million from your estate and placed it in an irrevocable trust for your spouse, he or she could then use and access those funds during his or her lifetime. This benefit is great because it allows your spouse to use distributions from the irrevocable trust while you are both living while at the same time avoiding the estate tax and isolating those assets from creditors.

We now want to bring SLAT-based planning to your attention because there may be new planning opportunities to consider. Previously in Florida one of the main disadvantages of a SLAT was that upon the death of the beneficiary spouse, the grantor spouse would lose the ability to indirectly benefit from the SLAT’s assets that previously could have been utilized for the benefit of the beneficiary spouse. However, there is a new statute specifically addressing this issue.

The new Florida law has changed the landscape surrounding SLAT-based planning and we want to share how with you now. The new law has removed one of the disadvantages surrounding this form of estate planning. Initially, at the death of the beneficiary spouse, the grantor spouse lost the ability to benefit from the SLAT’s assets that were designated for him or her. Under the new law, however, at the death of the beneficiary spouse, the grantor spouse can access the assets. It appears that the new laws allows this to be done while still keeping “the assets of the SLAT outside of the grantor spouse’s estate and shielded from the grantor spouse’s personal creditors.”

Be aware that this new planning consideration will only apply to trusts created and funded after June 30, 2022. There are a few more considerations to be aware of as well. First, the grantor spouse will not be able to be added should there be a divorce between the spouses. Second, it is possible that the IRS will consider the assets in the SLAT as a part of the grantor spouse’s estate if he or she is made a beneficiary. These are both important planning considerations that you need to discuss with your experienced Florida estate planning attorney.

When it comes to Florida estate planning regarding SLATs, we highly recommend that you meet with your Florida estate planning attorney to find out if you and your family would benefit from a SLAT, especially in light of the changing laws. Your Florida estate planning attorney can review your finances and your estate planning goals to help make recommendations regarding the best estate planning vehicles, including SLATs, to preserve your assets for your family and minimize any adverse tax consequences.

At the Law Office of Brian C. Perlin, P.A., our credentials enable us to provide a multi-disciplinary approach to our legal services.  By building relationships with our clients, we are also able to understand each client’s needs and desires, and we support such goals through thoughtful, comprehensive planning techniques. We encourage you to contact us and schedule a meeting.

3 Signs to Watch Out For When Visiting Relatives During The Holidays

Do you find that one of the best times during the holidays is visiting your relatives? Do you find it rewarding yet sad because each year they are a little older and more frail? As you once again plan your holiday visit, what should you look for to be sure they are doing well? In fact, are you going to discuss long-term care planning with them?  What exactly will you tell them that long-term care planning is? The National Institute on Aging defines long-term care planning as steps to meet a person’s health or personal care needs during a long or short period of time. You can share with your relatives that with the help of these services, they may be able to live as independently and safely as possible even though they can no longer perform everyday activities on their own.

Keep in mind that estate planning, including long-term care planning, is definitely impacted by both the personal wishes and financial means of your relatives. As you look at whether your relatives need planning, we would like to share 3 signs to watch out for while visiting your relatives. The following are some helpful questions to ask your relatives this holiday season to determine what type of long-term care planning may be best for them.

1. Are you noticing that your relatives are having a hard time getting around in their home? Does their home seem more untidy, neglected or cluttered? Have you discussed with them whether they want to move to assisted living or whether they want to age-in-place? Assisted living can offer a wide range of amenities that may make it an attractive option to them. With a homey atmosphere, assisted living offers meals, activities and outings. Other times, though, people want to stay in their own home at all costs. However, if your relatives want to stay in their home what needs to be done to help them remain in their home as long as possible and stay safe? There may need to be modifications to their home to make it safer and easier to move around. In addition, there may need to be a discussion about part-time in-home care help or possibly a family caregiver moving in with them or make daily visits.

2. When you rode in the car of your relatives, did you notice their driving was erratic? When you spoke to them about driving did they share their anxiety about driving? Did they also note that they have no other alternative?  You need to help your relatives find alternate modes of transportation and encourage them to stop driving. 

3. Are you concerned with the signs you are seeing when you are with your relatives? Unpaid bills, blank checks scattered around, medicine cabinets with out of date medicines and people you do not know calling your relatives while you are with them? If your relatives suffered a stroke, which could leave them mentally incapacitated without warning, who would handle their affairs? You need to be sure they have an estate plan in place. If your relatives needed a nursing home after a stroke, do they know how they would pay for it? Medicare may cover a short stay in a nursing home, but beyond that, your relatives would need to cover the cost. You need to have a conversation with them about whether they have the money to cover a nursing home or long-term care insurance? If the answer is no then Medicaid planning may be done to preserve the assets of your relatives and make them eligible for Medicaid to cover the cost.

Based upon your visit with your relatives  and the signs of their declining health it may be time to help your relatives locate a qualified Florida elder law attorney? Encourage them to visit and begin planning for their future as soon as possible.

We know this article may raise more questions than it answers. We know you may have questions about this, and many other, issues. At the Law Office of Brian C. Perlin, P.A., our credentials enable us to provide a multi-disciplinary approach to our legal services.  By building relationships with our clients, we are also able to understand each client’s needs and desires, and we support such goals through thoughtful, comprehensive planning techniques. We encourage you to contact us and schedule a meeting.

The Long-Term Planning Checklist You Need to Complete This Year

Are you amazed that the end of the year is almost here?  Did you have a goal for the year 2022 to create an estate plan and were you able to accomplish it? That is good news as we move into 2023. However, what about long-term care planning? Your estate plan will help with assets, finances and health concerns but what about your care in the future, whether in your home or a nursing home?

While it is true that thinking about a time when we cannot take care of ourselves is something that most of us would like to avoid, it is one of critical importance. Having the time to discuss long-term care early, before a crisis occurs or it is needed, is crucial. The peace of mind that comes from working with an experienced elder law attorney to ensure a lifetime of savings is protected from nursing home bills is an invaluable goal to accomplish this year. 

If you need to look into long-term care, what should you do? Where should you start? In our firm, most of our clients have questions about long-term care and we understand that because long-term planning can be complicated. We would like to share an end of the year long-term care planning checklist that you may use when evaluating your need for long-term care planning over the holidays, or anytime throughout the year.

  • Are you living in your own home?
  • Do you currently have any mobility issues within your home?
  • Is your home equipped so that you can age in place?
  • Do you have a life alert or alarm system in place to help you should you fall?
  • Have you had any changes to your doctors or medications?
  • Are your doctors still covered by your insurance?
  • Have you had any new health care concerns this year?
  • Do you have a local support system made up of family, friends, neighbors, or your church?
  • How is your mental health?
  • Do you have a close family dynamic?
  • Is your Florida estate plan up to date?
  • Does your Florida durable power of attorney include super powers?
  • Are you able to live comfortably off your monthly income?
  • Do you have long-term care insurance?
  • If you had to pay for a nursing home how long could you afford to pay out of pocket?
  • Have you worked with an experienced Florida elder law attorney to create a plan for long-term care?

Again, long-term planning can be difficult to think about beginning, but it is critical. You need to not only plan for your future but also provide certainty for your future, which can often be missing in the aging process. When you plan for your long-term care, you can benefit from the peace of mind that comes with your planning.

We know this article may raise more questions than it answers. At the Law Office of Brian C. Perlin, P.A., our credentials enable us to provide a multi-disciplinary approach to our legal services.  By building relationships with our clients, we are also able to understand each client’s needs and desires, and we support such goals through thoughtful, comprehensive planning techniques. We encourage you to contact us and schedule a meeting.

The Unexpected Gift You Can Make During The Holidays

Are you a healthy and active retired senior living in Florida? Are you busy finalizing your holiday plans with family and friends? Are you making sure that everyone in your family has a special gift from you, including your children and grandchildren? Have you considered that completing or updating your Florida estate plan may be the best gift you can give your family? Let us explain to you why we believe a Florida estate plan would be a wonderful and unexpected gift for your family.

First, do you have a current Florida estate plan? If you currently do not have an estate plan or you have an estate plan from another state or you have not updated your plan in years, as the old year ends and the new year begins is the perfect time to accomplish this goal. There are many questions you should ask yourself as a Florida senior. For instance, if you suddenly became incapacitated due to an accident, surgery or severe illness who would make decisions for you?   Who would have the legal authority to pay your bills?  Who would handle any medical decisions that need to be made?  Do you want your adult children to be in charge of your finances?  Do you know if your retirement plans will be able to support you as you age?

We often hear questions like these, and more, from our clients and their family members. When it comes to your Florida estate plan, you need to be confident. that your plan will work when you need it to. This holiday season, a completed Florida estate plan is quite possibly the best gift you can give to your loved ones. 

You should be aware, though, while Florida estate planning is a critical part of your health and well being, there is a second planning component that needs to be addressed and completed as well. It is your elder law planning, which includes long-term care.  Did you know that after most seniors reach the age of 70, they will need some form of long-term care.  Be aware that most of this care is not covered by Medicare and will fall on the Florida senior to pay for out of pocket. However, with prior planning, we assure you it does not have to be this way.  We can work with you to not only create an estate plan but also a long-term care plan that can protect the estate plan you are putting in place and allow you to be able to leave the gift of a legacy for your family, no matter what the future holds.

We know you may have questions about this, and many other, estate planning issues. At the Law Office of Brian C. Perlin, P.A., our credentials enable us to provide a multi-disciplinary approach to our legal services.  By building relationships with our clients, we are also able to understand each client’s needs and desires, and we support such goals through thoughtful, comprehensive planning techniques. We encourage you to contact us and schedule a meeting.

Do You Know the Important Estate Planning Questions to Ask After the Loss of a Parent?

Have you always enjoyed your relationship with your parents, both as a child and as an adult? If you have, you know that the loss of a parent is distressing. In fact, as adults many of us still turn to our parents for their wise guidance and experience. But now that your last remaining parent has just passed away, what do you need to do and what questions should you ask?

With the recent passing of your remaining parent, have you been named and assigned a role in the final affairs of your deceased parent? Have you been named the personal representative of the last will and testament or as the successor trustee of a trust agreement? These roles come with significant responsibilities and we know it may raise important questions that you need answered before moving forward in this capacity. We would like to answer a few of the most frequent estate planning questions we hear from our clients after the loss of a parent.

1.Should you make a list of all of the assets you know that were owned by your deceased parent? Yes. A house and a car may be normal to expect but what about stocks, investment accounts, insurance policies or digital currency?

2. How can you identify what income your parent was receiving on a monthly or annual basis? You need to check the mail, look for statements, and look at digital accounts if you have access. Be aware that when a person is deceased the money that is received after death may need to be returned.

3. Do you need to keep track of any and all bills that are being received? Yes, in fact, watch the mail, look at digital accounts if you have access to them, and also keep track of your expenses if you have paid for anything. Expenses may include, but not be limited to, utilities, cable, phone, health care expenses and premiums, and expenses for final arrangements. You will need to bring these expenses to the probate attorney you choose to work with so they can be correctly managed.

4. Do you know if your parent completed any estate planning? If the answer is yes, do you have his or her estate plan? Is it the original? Are you named as the personal representative of the last will and testament or trustee of the trust agreement? If you do not know the answer to these questions or have concerns about them, do not feel alone. Your estate planning and probate attorney can help you determine what to do next.

5. Have you consulted with an attorney experienced in this area? We highly recommend that you research, locate and retain an experienced Florida estate planning and probate attorney. There are specific statutes and rules governing the matters of probate or estate administration, for a last will and testament, and trust administration, for trust agreements. There is no replacement for experience in this area.

6. Have you neglected your own estate planning? Seeing how prepared your parent was for his or her passing and knowing you have not completed your estate plan, now is the time to begin. Do not wait to meet with an experienced Florida estate planning attorney, perhaps even the attorney you worked with during the handling of the estate of your deceased parent who you know can be trusted to help you with your estate plan.

Finally, you may be facing the opposite scenario and are not named in the estate plan of your parent. This could mean that you have not been assigned a role of responsibility, are only meant to be a beneficiary of the overall estate, or are not included at all for some reason. It also may mean that your parent did not take the time to create an estate plan and he or she has passed away intestate, or without a will. In this latter instance, the distribution of the estate of your parent will be governed by the state of Florida law. You should still consult with an experienced Florida estate planning and probate attorney to learn more about what both of these scenarios could mean for you.

We know this article may raise more questions than it answers. At the Law Office of Brian C. Perlin, P.A., our credentials enable us to provide a multi-disciplinary approach to our legal services. By building relationships with our clients, we are also able to understand each client’s needs and desires, and we support such goals through thoughtful, comprehensive planning techniques. We encourage you to contact us and schedule a meeting.

3 Steps to Take with an Aging Florida Parent Facing Alzheimer’s Disease

Do you have an aging parent living in Florida facing Alzheimer’s Disease? Was your aging parent recently diagnosed? Do you know what Alzheimer’s Disease is and what it may mean for your aging parent? Alzheimer’s Disease is a type of dementia that can potentially cause problems with the memory, thinking, cognition, and behavior of your aging parent. Often symptoms, but not always, develop slowly and worsen over time. The end-stages of the disease can become life-threatening.

Although there is not yet a cure, early detection of Alzheimer’s Disease offers the best chance for effective treatment and improved quality of life. Memory loss is the most widely recognized early warning sign, and knowing what to do about it could make all the difference in the treatment options. Because this month is Alzheimer’s Awareness Month we want to focus on Alzheimer’s Disease, as well as, share resources and ideas for you and your aging parent.

There are three important steps we would like to share with you that you may take when working with your aging parent who may have Alzheimer’s. Keep them in mind when you are with your aging parent who may have potential Alzheimer’s Disease and dementia-related memory issues.

1. You should assess your aging parent’s situation early. Have you observed any changes in memory, thinking, or behavior? Have you been concerned that your aging parent is doing or not doing something? Has anyone else noticed these same changes that you are seeing?

You should begin to write down your concerns now because over time it can help establish the difference between what could be Alzheimer’s Disease and what may be just the normal aging process. Remember, as a person ages a certain amount of memory loss and confusion is to be expected. In addition, there may be other factors that may affect older adults as well, for example: prescription medications, stress, and other health conditions.

Do not hesitate to be proactive and speak with a medical professional or qualified health care provider in regard to your aging parent. Researching memory loss, especially as it relates to Alzheimer’s Disease, is an excellent idea.

2. You should talk to your aging parent about memory concerns. You need to let your aging parent know your concerns. However, this is easier said than done. You might begin by talking with other family members and raising your concerns. Then have your aging parent, yourself and your family meet together to discuss concerns and how to best move forward. All actions and conversations should be carried on with compassion, understanding and support.

3. You and your aging parent should reach out for help. A crucial first step is to schedule a doctor’s evaluation. Then your next step should be to reach out to the many support organizations for Alzheimer’s Disease, memory loss assistance programs, and caring professionals. These groups and professionals can help you and your aging parent with daily challenges, getting to medical appointments, and important legal and financial planning items. In addition, we highly recommend you see a Florida elder law attorney who can help you and your aging parent plan for the future to determine what type of long-term care may be needed in the future and how you may be able to afford it.

We know how difficult this conversation can be and want to help. We know you may have questions about this, and many other, issues. At the Law Office of Brian C. Perlin, P.A., our credentials enable us to provide a multi-disciplinary approach to our legal services. By building relationships with our clients, we are also able to understand each client’s needs and desires, and we support such goals through thoughtful, comprehensive planning techniques. We encourage you to contact us and schedule a meeting.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Brian’s Credentials

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If you have a question, a comment, or simply want to have a conversation and explore how we can help, we’d love to hear from you.

(305) 443-3104
201 Alhambra Circle,
Suite 503 Coral Gables,
FL 33134

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