by Brian Perlin | Apr 9, 2025 | Estate Planning
What happens to your online accounts, digital photos, and personal data when you pass away or become incapacitated? Most people have a clear idea of who should receive their home, their car, or their savings. However, in today’s increasingly digital world, we also... 
by Brian Perlin | Mar 26, 2025 | Estate Planning, Special Needs
March is National Multiple Sclerosis Awareness Month, a time to raise awareness about the challenges faced by those living with MS and other disabilities. For families with a loved one who has special needs, estate planning is an essential step to ensure their future... 
by Brian Perlin | Mar 12, 2025 | Estate Planning
Estate planning is one of the most important steps you can take to protect your assets and provide for your loved ones. However, mistakes in estate planning can be costly, causing unnecessary delays, disputes, and financial loss. Without a well-structured plan, your... 
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...