• 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

End of Year Planning

End of Year Planning

September 28, 2021 Posted by RLA Estate Planning Law, Tips

Its that time again. Time to get your affairs in order for the end of year. Make sure your estate planning is tidied up before possible new legislation changes. Be sure to take into consideration loss-harvesting, capital gains, income taxes, deductions, and tax-free gifts. Review your documents for any changes that need to be made regarding beneficiaries and/or agents. If you don’t already have an estate plan, it is not to late to create one.

-Emily A. Helmick, Esq.

 

Tags: beneficiariesestate planningestate taxGiftsindian river countyRobin Lloyd & AssociatesTuesday TipsVero BeachWealth Management
0
Share

You also might be interested in

Highest Federal Income Tax Rate

Jul 21, 2020

Do you know what the highest federal income tax rate[...]

Chain of Title

Oct 19, 2021

In some areas, seller pays title and in some areas[...]

Checking Your Portfolio

Sep 8, 2020

As we approach the end of the year, you should[...]

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

© 2022 · Robin Lloyd & Associates. Site by Squared Studios. | Privacy Policy

Prev Next