Archive

The estate tax exemption for 2020 is $11.58 million, an increase from $11.4 million in 2019.   #TuesdayTip

Last weekend we were grateful to have a sponsor’s table at the #DoYouGiveARuck? March. Despite the weather, it was a wonderful event to support our Veteran community.

We are proud Silver Sponsors for #DoYouGiveARuck? March against PTSD. As a Veteran-owned firm, we are enthused to support a not for profit event that seeks to promote local businesses, veterans, and help those in need in the community. https://m.facebook.com/story.php?story_fbid=499854403934583&id=436414103611947

Will the Estate Tax Exemption and tax rate continue until 2025?       #TuesdayTip

Check out our pictures at the Making Strides of Indian River to support the American Cancer Society’s efforts to save lives from breast cancer. http://veronews.com/2019/10/17/massive-making-strides-walk-packs-a-pink-punch/?fbclid=IwAR2McEY7jVySO55TVUOrBztnVVk79viEzR05XDT8s7jUcBvCjljrOpN6KxU

Did you know that if you are the Personal Representative for an estate, Florida law allows you to receive a fee for your services based on the value of the estate.  #TuesdayTip

Does your Estate Plan provide for a stepped up basis at the second death?    #TuesdayTip

Impact 100 is one of the many sponsors we are proud to be actively involved with. Robin A. Lloyd was featured on Impact 100’s website for 2019 Impact Day.

Did you know that Save Our Homes is an amendment to the Florida Constitution that provides for a limitation on the increases in assessed value of a homestead residence.      #TuesdayTip

IS YOUR TRUST GOING TO BE SUBJECT TO OUT OF STATE INCOME TAX AFTER YOU DIE ?  Maybe.       #TuesdayTip