by Brian Perlin | Jul 6, 2021 | Asset Protection, Elder Law, Estate Planning
Did you know that, generally speaking, Florida’s lack of an inheritance tax, also commonly called an estate tax or death tax, means that the state of Florida does not impose any taxes when an estate is transferred at a person’s death to his or her heirs? Florida... 
by Brian Perlin | Jun 22, 2021 | Asset Protection, Estate Planning
Did you know that the estate planning process can be more complicated if you own real estate in different states? This can be due to each state’s probate court only having authority over property located in their own state. Thus, if you are a Florida resident and own... 
by Brian Perlin | Jun 8, 2021 | Asset Protection, Business Succession, Charitable Planning, Elder Law, Estate Planning, Probate, Special Needs, Veterans Benefits
Have you heard that, this year, World Elder Abuse Awareness Day (WEADD) falls on June 15th? WEAAD was launched by the International Network for the Prevention of Elder Abuse and the World Health Organization at the United Nations. It’s purpose is to promote a better... 
by Brian Perlin | Apr 13, 2021 | Asset Protection
Did you know that the Federal Arbitration Act in 1925 did not include enforcement of a mandatory arbitration clause in a will or trust document because, generally, arbitration clauses must be agreed to in writing by both parties, as in a contract? Usually, a person... 
by Brian Perlin | Feb 9, 2021 | Asset Protection, Business Succession, Elder Law, Estate Planning
Have you considered that creating a will may be one of the best things you can do to protect yourself and your family? Let us discuss three reasons to have a will. 1. You get to decide what happens to your assets. Whether you want to leave everything to your kids or... 
by Brian Perlin | Jan 19, 2021 | Asset Protection
Do your parents use technology that they once only dreamed about or could never have imagined using, on a daily basis? Today’s grandparents might send money to their grandchildren using payment apps, or store thousands of photos of them on their smartphones. The new...
