by Brian Perlin | Feb 26, 2025 | Estate Planning
There is no question that Florida estate planning is a crucial step in securing your financial future and ensuring your loved ones are taken care of. While many people focus on last wills and testaments, trust agreements, and tax strategies, a Roth IRA is often an... 
by Brian Perlin | Feb 5, 2025 | Estate Planning
Did you know that divorces among Older Americans, often referred to as “gray divorces,” are on the rise? While ending a marriage later in life may bring a sense of newfound independence, it also brings unique challenges, especially when it comes to your estate plan.... 
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...