Tuesday Tip: Do NOT Forget Tax Neutral Transfers, by Robin A. Lloyd, Sr., Esq.
Many times while talking to clients about the needs of their children or grandchildren they mention their use of the...
40th Annual Tropical Night Luau for Youth Guidance
Robin & Brenda Lloyd enjoyed the recent Tropical Night Luau held on June 10, 2017, which raised $50,000 for Youth...
Estate Plans: Not Just For Parents
Traditionally, clients have reserved addressing their estate planning needs for later in their life. When those needs are finally addressed,...
For Most Small Business Owners, Lower Taxes “Trumps” Estate Tax Repeal
Vistage Worldwide, Inc. recently conducted a survey of nearly 750 small business owners for the Wall Street Journal, and although...
If Estate Tax Repeal Fails, The ASSET Act Offers an Alternative
Considering how changes to legislation have gone so far in President Trump's tenure, passage of any legislation that would see...
BREAKING: Florida Judiciary Passes Electronic Wills Act
On May 5, the Florida House and Senate passed into law House Bill 277, which authorizes the new Florida Electronic...
Estate Tax Uncertainty Should Be a Catalyst For Drafting Flexibility
If there is one prevailing certainty regarding the Transfer Tax system in 2017, it would actually be its uncertain future....
In a Year Full of Uncertainty, Estate Plan Flexibility is Key
Tax Planners and Clients can learn a lot from the Republicans’ failure to replace the Affordable Care Act with their...
Brenda Lloyd at the “Big Apple” themed Bingo Luncheon for the Senior Resource Association!
Brenda Lloyd having fun at the Big Apple themed Bingo Luncheon for the benefit of Senior Resource Association on March...
Estate Tax Article
Every January I attend the Heckerling Estate Planning Conference. This year a continuing topic was the end of the Estate...