by Brian Perlin | Mar 30, 2020 | Estate Planning
In the process of planning your estate, you may have established a revocable trust agreement. A trust agreement offers many advantages to help you mitigate taxes and protect your assets while you are alive, as well as after you have passed on. Creating the trust,... 
by Brian Perlin | Mar 18, 2020 | Asset Protection, Business Succession, Charitable Planning, Elder Law, Estate Planning
Last year, Congress passed the Setting Every Community Up for Retirement Enhancement Act of 2019, or the SECURE Act, as a way of expanding access to tax-qualified retirement accounts like 401ks and IRAs, among other reforms. Certain tweaks were good for retirement... 
by Brian Perlin | Mar 11, 2020 | Estate Planning
Unfortunately, a need for long-term care is rarely anticipated by most Florida seniors and their loved ones. It is also very rarely discussed in the estate planning process. Most people who enjoy good health throughout their lives do not think too much about it. This... 
by Brian Perlin | Mar 6, 2020 | Estate Planning
Are you moving? Have you prepared an estate plan to secure your future? If you have taken this step to plan forward for yourself and your loved ones then you may believe your job was finished once you signed it with your estate planning attorney. Unfortunately, when...