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Probate and estate administration are the processes through which estate assets are transferred after death. Assets to be transferred under terms of a will go through probate. Assets transferred outside of a will, such as by operation of law, or those planned for in a trust are handled through an Administration process. Administration also refers to the process whereby assets are transferred by rules of the state when there is no will.
Learn more about Probate and Estate Administration.
Learn about wills, revocable living trusts, irrevocable trusts, durable powers of attorney, and health care documents.
Learn more about the Estate Planning process.
Elder law is another aspect of estate planning, focusing primarily on the needs of seniors. Issues of aging include senior housing and home care, long-term (or nursing home) care, guardianships and health care documents, Medicare and Medicaid.
Learn more about Long-Term Care and Medicaid.
Asset protection planning is designed to shield assets against risks posed by lawsuits, potential creditors, or pending bankruptcy. Asset protection is especially important for professionals and business owners whose personal assets may be at risk in the state of Florida.
Find out how I can help you protect your assets today.
Historically speaking, the federal estate tax is an excise tax levied on the transfer of a person's assets after death. Legal planning to avoid or minimize federal estate taxes is both a prudent and an important aspect of comprehensive estate planning.
Learn more about Gift Taxes and Estate Tax Planning.
A family business that took decades to build can be destroyed overnight; the retirement, disability or death of a family business owner (or a key employee) can ultimately cause a family business to shut its doors. Unfortunately, most family businesses fail upon transferring their ownership without careful coordination of financial and estate plans.
Learn more about how I can help you preserve your small business.
Special Needs Estate Planning focuses on providing for the special needs of people with disabilities. Parents of children with special needs must make careful estate planning choices to coordinate all of the legal, financial, and special care needs of their children.
Learn more about Special Needs Estate Planning and Trusts.
We encourage and assist giving to charitable causes, by employing tax-advantaged strategies that maximize your gifts.
Learn more about Charitable Giving Strategies.
"Aid & Attendance” and “Housebound” are special Veterans Programs designed to help veterans and their surviving spouses receive the financial support necessary to ensure continuing care in their own home, in an assisted living facility, or in a nursing home setting. Benefits may also be available for house-bound individuals that require daily assistance to maintain their health, dignity and safety.
Learn more about VA Benefits including Aid & Attendance.
Probate is one manner in which estate assets are transferred after death. Since probate can be a lengthy, costly and public process, many people choose to avoid it. Without proper probate avoidance planning, the state will require a probate court proceeding for state residents or those who owned assets in the state. During probate, assets are managed, debts are paid, tax returns are filed along with various court documents, and the estate assets are distributed.Learn More
In the absence of any planning to the contrary, your estate will be distributed according to Florida's laws of intestacy. This so-called "default" estate plan might not reflect your wishes. However, if you do plan in advance, you can have your estate administered according to your preferences. A comprehensive estate plan may include a Last Will and Testament, Trusts, Powers of Attorney, Advance Directives and Health Care Documents, all supporting your legal, personal, investment and tax planning purposes.Learn More
As our population ages, more and more people will confront elder law-related issues. Elder law is an aspect of estate planning that focuses primarily on the changing needs of people as they age. Careful planning can help you avoid spending down your assets on long-term care. Issues include senior housing and home care, long-term care, or nursing home care, guardianships, health care documents, Medicare planning, and Medicaid planning.Learn More
TSouth Florida Estate Planning Attorney Brian C. Perlin, assists clients with Estate Planning, Elder Law, Probate Court, Probate & Estate Administration, Long-Term Care, Medicaid Planning, Veterans Benefits, Charitable Planning, Special Needs Planning, Estate Tax Planning, Business Succession and Asset Protection, in the cities of Miami, Coral Gables, and Kendal, Florida, and the surrounding areas.
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