by Brian Perlin | Jan 22, 2025 | Estate Planning
The landscape of Beneficial Ownership Information (BOI) filing requirements has undergone significant changes, bringing both opportunities and challenges for business owners and their estate planning. The law is designed to enhance transparency and combat illicit... 
by Brian Perlin | Jan 15, 2025 | Estate Planning
When you think about estate planning, does your mind immediately go to assets, inheritances, and taxes? While those are important components of your estate planning, we want to share with you that it is about much more than money. Your comprehensive Florida estate... 
by Brian Perlin | Jan 9, 2025 | Estate Planning, Special Needs
Ensuring the long-term well-being and financial security of a special needs child is one of the most significant responsibilities parents or guardians can undertake. In Florida, estate planning tailored specifically to the needs of these children is crucial to ensure... 
by Brian Perlin | Jan 9, 2025 | Business Succession
In the dynamic world of business, having a well-structured succession plan is not just an option—it’s a necessity. Whether you’re running a family-owned enterprise, a growing startup, or a large corporation in Florida, succession planning ensures the... 
by Brian Perlin | Jan 8, 2025 | Charitable Planning, Estate Planning
When it comes to estate planning, many individuals and families look for ways to reduce their tax liability while leaving a meaningful legacy. Charitable trusts have emerged as a powerful tool in charitable estate planning, offering substantial tax benefits while...