• 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

Checking Your Portfolio

Checking Your Portfolio

September 8, 2020 Posted by RLA Estate Planning Law, News and Press, Probate, Real Estate Law, Tips, Trust Administration

As we approach the end of the year, you should check the gains in your portfolio to loss harvest if necessary.

 

Robin A. Lloyd, Sr., Esq.

 

Tags: AttorneysbeneficiariesBusinessCommunityestateestate planningestate taxestate tax repealFloridaGiftsIndian RiverLawLawyerslegalprobaterevocable trustRobin Lloyd & AssociatesTaxtax lawTuesday TipsVero BeachWealth Management
0
Share

You also might be interested in

Do I need to do something today about my Estate Planning? by Robin A. Lloyd, Sr., Esquire

May 1, 2018

Will the Estate Tax Law change as a result of[...]

Out of State Property & Estate Tax

Sep 15, 2020

Remember if you own out of state property, the State[...]

Trusts by Zachary Kleiman, Esquire

Sep 10, 2019

Did you know that there are two main categories of[...]

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