by Brian Perlin | May 21, 2024 | Asset Protection, Estate Planning
As Baby Boomers approach retirement or continue to navigate their post-retirement years, strategic estate planning becomes crucial to safeguard their assets and ensure a lasting legacy. For Baby Boomers residing in Florida, where estate planning can have unique... 
by Brian Perlin | Feb 13, 2024 | Asset Protection
As the New Year gets underway, it is the perfect time to organize your financial records and prepare for the future. An orderly financial life is crucial, especially when considering estate planning and managing your assets. It can help you lay the foundation for not... 
by Brian Perlin | Dec 26, 2023 | Asset Protection
Are there assets I should consider funding into my Florida trust agreement? The decision to fund specific assets into your Florida trust agreement should be made wisely, taking into account the intricacies of your financial situation, family dynamics, and long-term... 
by Brian Perlin | Dec 19, 2023 | Asset Protection
Am I required to fund my Florida trust agreement? When it comes to questions about funding your Florida trust agreement, we would highly recommend working with your experienced Florida estate planning attorney. He can work with you as you navigate the intricacies... 
by Brian Perlin | Aug 8, 2023 | Asset Protection, Elder Law, Estate Planning
Creating a will is an essential and often overlooked aspect of responsible financial planning and estate management. It is a testament to one’s lifelong efforts, ensuring that their hard-earned assets and cherished possessions are distributed according to... 
by Brian Perlin | Aug 3, 2023 | Asset Protection, Elder Law, Estate Planning, miami attorney
How do you know if you have the right health care decision maker in your Florida estate plan? Why is that an important question? Because if you become incapacitated or ill, your health care decision maker will have the crucial role of making medical decisions on your...