• 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

Call us 772-234-5500

Find us on Map
info@rlloydlaw.com
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

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
0
Share

You also might be interested in

Protect your Investment

Jan 19, 2021

If you are taking advantage of the benefits of becoming[...]

Homestead in Florida

Jan 26, 2021

The deadline to file for your homestead exemption in Florida[...]

Choosing a Personal Representative.

Jul 16, 2019

Did you know that to serve as your Personal Representative[...]

Leave a Reply

Your email is safe with us.
Cancel Reply

Contact Us

We're currently offline. Send us an email and we'll get back to you, asap.

Send Message
Let Us Consult You | Call 772.234.5500

Our Firm

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.

Contact Us

  • Robin Lloyd & Associates, PA
  • 5089 Highway AIA, Vero Beach, Florida 32963
  • 772.234.5500
  • info@rlloydlaw.com

Get Social

© 2021 · Robin Lloyd & Associates. Site by Squared Studios. | Privacy Policy

Prev Next