by Brian Perlin | Nov 27, 2023 | Estate Planning
Planning for the distribution of your assets, the care of your loved ones after you pass away, and the legacy you want to leave behind is an essential aspect of responsible financial and estate planning. While often people rely on a last will and testament as their... by Brian Perlin | Nov 20, 2023 | Estate Planning
Did you know that when an individual passes away, their last will and testament becomes THE document that dictates the distribution of their assets and property. An individual’s last will and testament should allow everything to go according to plan, reflecting the... by Brian Perlin | Nov 13, 2023 | Estate Planning
Were you aware that with Florida estate planning you are taking a crucial step in ensuring that your assets are distributed according to your wishes after your passing? Your estate planning allows you to make important decisions about your finances, property, and the... by Brian Perlin | Nov 6, 2023 | Estate Planning
November is recognized as National Family Caregiver Month. This provides us with a time to acknowledge our selfless family members who pour their time, energy, and love into caring for a loved one. Often, these caregivers are assisting aging parents or other loved... by Brian Perlin | Oct 23, 2023 | Estate Planning
Are you aware that in Florida estate planning, trusts are a fundamental part? And, that they offer a means to protect and manage assets for the benefit of specific individuals or entities? However, while trusts provide a structured framework for wealth management, it... by Brian Perlin | Oct 9, 2023 | Estate Planning
Did you know that trusts are a fundamental component of Florida estate planning, offering a means to protect and manage assets for the benefit of specific individuals or entities? Trusts provide a structured framework for wealth management, but it is important to...