July 2026 - Perlin Estate Planning & Probate

Is Your Retirement Account Working Against Your Estate Plan

Have you ever assumed that once you create an estate plan, every asset you own would automatically follow those instructions? It is a common assumption, but retirement accounts often operate under a different set of rules. For many individuals and families, retirement savings represent years of hard work and careful financial decisions. Whether you have an Individual Retirement Account, a 401(k), or another […]

Could One Forgotten Form Change Everything You Intended for Your Loved Ones

Estate Planning / Brian Perlin

When was the last time you reviewed the beneficiary designations on your retirement accounts, life insurance policies, or other financial assets? If you are like many people, the answer may be years ago. While many individuals carefully update their Last Will and Testament or Revocable Living Trust after major life events, beneficiary designations are often overlooked. Unfortunately,

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