by Brian Perlin | Jun 7, 2022 | Estate Planning
Do you, like many Americans, consider a safe deposit box the best place for storing important documents? Do you have a safe deposit box located at your local Florida bank where you store your important papers and even some of your valuables? Now that you have just...
by Brian Perlin | Apr 26, 2022 | Estate Planning
Do you know if your parents have created an estate plan, including a durable power of attorney? The reason for this question is because even though, right now, your parents are healthy, what would happen if one or both of them were to suddenly become incapacitated?...
by Brian Perlin | Apr 5, 2022 | Estate Planning
Are you a DIYer? Do you like to make your own repairs in your home, change the oil in your car or hang up your own wallpaper? If the answer is yes, good for you! However, does this do-it-yourself mindset also include estate planning? It may seem like a fine idea...
by Brian Perlin | Mar 22, 2022 | Estate Planning, Uncategorized
Are you aware that one of the estate planning tools created for the management of assets, both during your life and after your death, are trusts? There is not just one type of trust, but several used in estate planning. In our blog we will divide trusts into two...
by Brian Perlin | Mar 15, 2022 | Estate Planning
As an older adult, have you created a Florida last will and testament? Are you aware that your estate is everything you own? Unfortunately, research continues to tell us that only around 45% of all Americans have taken the step to protect themselves, their families,...
by Brian Perlin | Feb 22, 2022 | Estate Planning
If you are planning to remarry, or have already remarried, are you aware of the issues that may arise? We would like to share with you three essential points about estate planning and remarriage that you may need to understand and discuss with your future partner. We...