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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.
    • 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
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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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