Estate Planning Newsletter

Miami, Florida Estate Planning • The Law Office of Brian C. Perlin, P.A.

For your convenience, you may access the current and past issues of my estate planning newsletter online:

• Generational Generosity (Feb 12)
  Would you prefer to transfer more wealth to your family instead of the IRS? Our first article summarizes the relevant lifetime gifting rules and considers two common do-it-yourself transfer methods.
• Five Estate Blunders (Jan 12)
  Proper estate planning is not just for the rich and famous. Surprisingly, however, that is a common misconception. Every adult American has an estate worth planning, regardless of their net worth. In this article we review some critical concerns and plans.
• Family Limited Partnerships (Dec 11)
  Family Limited Partnerships offer many benefits, both tax and non-tax. Our first article is a primer that explores why they are at once a taxpayer favorite ... and a potential target of the IRS and some courts.
• Seasonal Solutions (Nov 11)
  To everything there is a season. So it is with your Life & Estate Plan. Our first article uses a Seasons of Life theme to illustrate how your Life & Estate Plan may change with your personal and financial circumstances over your lifetime.
• Cohabitation Complexities (Oct 11)
  Like their married counterparts, unmarried cohabitants need to make appropriate Life & Estate Plans to avoid especially unpleasant and expensive surprises. Our first article reviews common challenges in the context of some real-life scenarios.
• Marital Matters (Sept 11)
  This month I focus on making proper estate plans to avoid common legal and financial challenges in your marriage. Meeting these challenges will help you honor the vows you made on your wedding day to care for one another.

Brian Charles Perlin

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.