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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

Location matters for estate planning purposes

Location matters for estate planning purposes

May 31, 2022 Posted by RLA Estate Planning Law, Probate, Tips

It’s true. Where you live, and die, can greatly affect the estate planning you have in place. Some states have estate tax, inheritance tax, both, or neither. But all states have laws governing how the assets of the deceased are determined, taxed (or not) and distributed. Florida does not have an estate tax or an inheritance tax. However, even if you are a Florida resident, you may have assets in other states, including real property, tangible personal property, or even business ownership and/or investments. If so, you need to consider the laws of those other states. You should also consider the laws of the states where the beneficiaries (and Trustees) of your estate (and Trusts) live/ are domiciled. Keep in mind, unless your attorney is licensed to practice law in multiple states, they will only be able to advise you on matters under the laws of the state in which they are licensed.

-Emily A. Helmick, Esq.

Estate Planning

Tags: estate planningprobateTuesday TipsWealth 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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