Beneficiary Designations
At least once a year, check the beneficiary designations for your retirement accounts, IRA, annuities, etc. to make sure that those assets pass to the correct beneficiaries. #TuesdayTip
Impact 100
Robin Lloyd & Associates, P.A. proudly sponsors Impact 100 each and every year. Please click this link for the full story of how important Impact Day is!!! ‘Impact Day’: Proof positive of life-changing success
Distributions to Minors by Robin A. Lloyd, Sr., J.D.
Did you know if you transfer money into an account for someone under the “Uniform Gift to Minors Act” in Florida, that they will receive it in full when they reach 18 years of age?
Merry Christmas from Robin Lloyd & Associates, P.A.
The staff of Robin Lloyd & Associates would like to wish everyone a very Merry Christmas! Enjoy this time with your loved ones.
Holiday Discussion! by Zachary Kleiman, Esquire
The holiday season is a great time to discuss and review the intentions of your Estate Plans with your family. You may need to update your plans after review with your family. #TuesdayTip Zachary Kleiman, Esquire
2018 Tax Deductible Gifts by Robin A. Lloyd, Sr., J.D.
Deductible Gifts for 2018 must be postmarked by December 31, 2018. You may want to consider a Donor Advised Fund! #TuesdayTip
2018 Festival of Trees
Robin Lloyd & Associates, P.A. is a proud sponsor of this event every year. This year we sponsored the winning tree in the 2018 Festival of Trees. https://www.tcpalm.com/picture-gallery/specialty-publications/vero-beach/2018/11/29/riverside-hosts-2018-festival-trees/2148347002/#slide:2148065002
The Death of Estate Planning? by Robin A. Lloyd, Sr., J.D.
Could it be true that the 2017 Tax killed Estate Planning? By removing the concern about taxes, do people feel there is no longer any need to plan? Since Estate Taxes only effect the wealthiest one to two precent do the rest no longer need to plan? I believe if you think about it, you […]
Tuesday Tip by Robin A. Lloyd, Sr., J.D.
Do you ever consider what your beneficiaries would do if they won the Lottery? Please do not let the same thing happen when they inherit your Estate. #TuesdayTip
Is it time to update my Estate Plan? by Robin A. Lloyd, Sr., J.D.
Although many of you have been lulled into a sense of security with the new tax act, it could create problems for you. If you live past 2025, or if a Democrat gets elected president the exemption may be reduced. Either way if your Estate Plan is several years old your spouse may inherit an […]