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Robin Lloyd & Associates, P.A.Robin Lloyd & Associates, P.A.
Robin Lloyd & Associates, P.A.Robin Lloyd & Associates, P.A.
  • Our Firm
  • Areas of Practice
    • Estate Planning
    • Probate & Trust Administration
    • Private Client Services
    • Corporate & Business Administration
    • Real Estate Services
  • Attorneys & Paralegals
    • Robin A. Lloyd, Sr., J.D.
    • Emily Helmick, Esq.
    • Brenda Lloyd, CP, FRP
    • Tiffany Coleman
  • News
  • Community
  • Contact

Annual Gift Tax Exclusion

Annual Gift Tax Exclusion

December 17, 2019 Posted by RLA Estate Planning Law, News and Press, Tips, Trust Administration

The annual gift tax exclusion amount for each individual is $15,000 for 2019 and does not carry over to future years. As the end of the year approaches, have you taken full advantage of the annual exclusion?     #TuesdayTip


Zachary Kleiman, Esquire
Tags: annualAttorneysBusinessestateestate planningestate taxFloridaFlorida Constitutiongift taxGiftsIndian RiverLawLawyerslegalnet investment taxpoliciespolicyRobin Lloyd & Associatesservicestax exclusionTuesday TipsvalueVero BeachWealth Management
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Robin Lloyd & Associates, P.A. is an established firm handling the legal needs of Vero Beach since July of 1990. Robin A. Lloyd, Sr., a Vietnam War veteran, founded the Firm after practicing as a Partner in the Vero Beach office of a 55-laywer firm headquartered in West Palm Beach since 1974. The Firm represents many Clients, including high wealth individuals, and focuses on several different areas of law including, but not limited to: Estate Planning, Probate, Guardianship, Trust Administration, Real Estate, all areas of Taxation, and Business Law.

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