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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.
    • Zachary Kleiman, J.D.
    • Brenda Lloyd, CP, FRP
    • Tiffany Coleman
  • News
  • Community
  • Contact

Beneficiary Designations

Beneficiary Designations

December 10, 2019 Posted by RLA Estate Planning Law, News and Press, Probate, Real Estate Law, Tips, Trust Administration

Are all of your beneficiary designations up to date on assets such as a life insurance policies, 401(k) accounts, and IRAs?     #TuesdayTip


Zachary Kleiman, Esquire
Tags: 401(k)amendmentsarticlesassessed valueAttorneysbeneficiariesBusinesscreditorsdebtsestateestate planningestate taxestate tax repealfeesFloridaFlorida ConstitutionGiftshomesteadIndian RiveriraLawLawyerslegallife insurancenet investment taxpersonal representativepoliciespolicyprobateresidenceRobin Lloyd & AssociatesservicesTuesday 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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