Personal Representatives are entitled to fees for their services in this role. In Florida, the…
Although often overlooked, planning for times where you may be lacking mental or physical capacity…
The IRS has many rules regarding the actions taken by taxpayers within three years of…
Without any additional action, a Trust is simply a legal document. If there are no…
Trusts and Estates are governed under two completely separate sections of the Florida Statutes. All…
Florida law requires a formal probate for an Estate with assets over $75,000.00. Formal probate…
You may be thinking “I just need a simple will.” While it sounds convenient, usually…
Many wealth management and estate planning strategies are at least two-pronged and require the Client…
Do you know where your assets are? Do you know how they are held? If…
Florida law has many statutes discussing who constitutes a fiduciary and the requirements of the…
If you haven’t reviewed your estate planning documents in a few years (or more), you…
Many clients want to select a Personal Representative (Executor if you are in other states)…
Where you live and work matters for estate planning! Where your personal representatives, trustees, and…
Your documents are written with very specific direction for different stages of life and for…
It’s true. Where you live, and die, can greatly affect the estate planning you have…
Many clients come to us requesting assistance with changes they want to make to their…
Dr. Deepti Sadhwani of Quality Health Care & Wellness Institute spoke about “Aging with Grace…
Real estate transactions are governed by their signed contracts. It is important that you know…
We get asked this question all the time. The answer is complex. Every situation is…
Attorney Robin A,. Lloyd, Sr., was asked to speak about estate planning at an informational…
Proceeds from what local fashionistas consider “The Spring Affair” of the season benefits the teens…
Paralegal Brenda Lloyd (right) in roaring ’20s attire at the 17th annual Bingo Luncheon to…
The Gifford Youth Achievement Center, Treasure Coast Community Health, United Against Poverty and the Youth…
If you are naming a corporate Trustee as successor Trustee of your revocable trust, there…
Business interests are often an overlooked aspect of estate planning. If you have any interests…
One of the most commonly asked questions, but sometimes one of the most complicated to…
Estate planning is not set it and forget it! You need to review your estate…
When deciding which type of assets to gift, it is important to consider the asset’s…
Common scenario: “No one wants Grandpa’s watch, car, or golf clubs. Can’t we just give…
Style star Siriano wears well at “Fashion Meets Art” benefit. – 32963
To be valid under Florida law, a Last Will and Testament, or “will” must include…
A living will is a document in which you decide and direct the circumstances under…
Title policies are often overlooked by purchasers in real estate transactions. It is important that…
If you have made considerable gifts to individuals, be sure to remember to file your…
Grant-astic! ‘Impact 100’ members hear from grateful nonprofits – 32963 Features, People – Vero News
Clients will often come to their attorneys with a “simple” request. “I just need a…
What are they and why do I need them? Advanced directives are documents that include…
Happy New Year! With most of us in a goal-setting mindset at the beginning of…
One power a trustee may have is to buy, sell, lease or convey trust property.…
Many proposed changes are on the proverbial table, with an undetermined date of enactment, that…
Do you know how to answer this question? If not, you need to find out!…
Impact 100 Member of Distinction: Brenda Lloyd Brenda Lloyd, one of the original members of…
Simple. Anyone who is not a licensed attorney in Florida is prohibited from providing you…
The season of giving and gifting is here. If you are considering charitable donations, consider…
Cultural Council fetes its all-encompassing ‘Arts Guide’ Attorney Emily Helmick and Paralegal Brenda Lloyd attended…
These are your assets. Golf clubs, watches, jewelry, vehicles, art collections, etc. These assets have…
If you are domiciled in Florida, it is fine to name direct relatives as Personal…
Under Florida law, you can select anyone to be the Trustee of your Trust, unless…
In some areas, seller pays title and in some areas buyer pays for title. Title…
In about two more weeks, we should be able to tell what the tax law…
With a possibility of $3.5 Trillion in new government spending, it’s an attorney’s dream about…
The current estate tax and lifetime gift exemption is $11.7 million per person. This amount…
Its that time again. Time to get your affairs in order for the end of…
The “Building Back Better Act” may significantly impact your estate planning. Consult with your attorney…
Its not fun to think about, but preparing for your own passing is important. Your…
What are all of these documents and why do I need them? Keep reading. A…
Many clients select a Corporate Trustee to manage their Trusts, who will step in at…
Selecting a Trustee for your Trust is an important consideration. Trustees are fiduciaries and as…
Without careful planning, the time after you pass can be incredibly stressful for your loved…
There are a number of ways a trust can be a useful vehicle to transfer…
IRAs (individual retirement accounts) are a popular wealth management and estate planning tool. Both traditional…
The answer is usually “Yes.” You NEED an inspection, especially if you are purchasing residential…
A durable power of attorney is a document that allows you to name someone you…
This one is worth repeating. Over and over and over again. Especially now in this…
Determining where and how your assets (and debts) pass at death can be a complicated…
One pillar of estate planning is charitable giving. There are many ways to include charitable…
Most of what occurs during a real estate closing is unbeknownst to sellers and buyers.…
Its a common question. Without a simple answer. How your assets are titled can make…
The boundary survey is often an overlooked and poorly understood component of the real estate…
How do you want to take title? The question everyone hears but most people do…
If you inherit an IRA that has a contingent beneficiary, you do have the option…
Weighing the benefits of stepped-up basis, capital gains, and income versus tax implications for you…
Estate planning can be simple or complex, depending on the objective you are trying to…
Florida is one of five states without any state income tax or state inheritance or…
ICYMI, The federal income tax filing due date for individuals for the 2020 tax year…
The IRS estate tax exemption for 2021 is projected to be either $11.7 million, $6.5…
Annual Reports for all Florida corporations, including LLC’s are now due. File yours by May…
The trustees for a Qualified Revocable Trust and an executor of the related estate can…
Some states require real estate closings be held at an attorney’s office. This is not…
Many clients come to us asking “What are the duties of the Personal Representative?” The…
Each state has its own rules and requirements for probate proceedings. Probate is filed in…
If you are in an unforeseen or emergency situation, make sure your loved ones know…
Interest rates are at historical lows. These small numbers can have a big impact on…
You may be eligible for certain discounts on your Florida property taxes, if paid before…
The deadline to file for your homestead exemption in Florida is March 1, 2021. …
If you are taking advantage of the benefits of becoming a Florida resident, be sure…
The estate tax lifetime exemption is currently set at $11,580,000. Under the incoming Administration, we’re…
With many possible impending changes on the horizon, don’t forget to keep an eye out…
But wait! If you haven’t already done so, now is a good time to tidy…
Florida does not have an inheritance tax. If you aren’t a Florida resident, yet, it…
If you are 70 1/2 and have not yet used your (up-to) $100,000 direct gift…
Tis the Season! If you are considering making a charitable gift this holiday season, you…
Robin Lloyd & Associates, P.A. has proudly sponsored the Festival of Trees at Riverside Children’s…
It is that time of the year when we start thinking about taxes. “Loss Harvesting”…
Here are some tips that the CDC have released for Thanksgiving this year: *Having a…
Did you know, if you were born in 1960 or later, your full Social Security…
When planning your Estate and your transfer of assets, be sure to check estate tax…
Recently we have been hearing a lot about the tax savings from “Loss Harvesting”. Since…
“Are you a Florida Resident? If you are and your residence is not homesteaded, now…
Which will be higher next year-Estate Tax Rates or Income Tax? You may need to…
Did you know, as of 2020 there is no age limit as to how long…
Remember if you own out of state property, the State Estate Tax Exemption in that…
As we approach the end of the year, you should check the gains in your…
Would a Spousal Life Time Access Trust (SLAT) work for you? Robin A Lloyd…
Have you taken advantage of the current estate and gift tax exemptions? Zachary Kleiman,…
During your estate planning, have you considered how and who will take care of your…
Will a $3.5 million potential Estate Tax Exemption affect you? If so, updated planning may…
Will a potential $3.5 million Estate Tax exemption affect you? If so, updated planning maybe…
Will a potential $3.5 million Estate Tax exemption affect you? If so, additional planning maybe…
A helpful and thoughtful way to express your wishes and gratitude for your loved ones…
Following the July 21st Tuesday Tip, at its peak, the highest federal income tax rate…
Do you know what the highest federal income tax rate was? Be sure to check…
Do you have a minor child or take care of someone with special needs? Naming…
Now might be the best time to make some low basis transfers while the market…
Do your estate planning documents reflect your current thinking? If they do not, or you…
Have you checked to see what effect the SECURE Act has on the inheritance of…
Did you know the CARES Act eliminated required minimum distributions in 2020 for an individual…
Has there been a marriage, birth, death, or divorce in your family since the last…
For those taxpayers that take the standard deduction, the CARES Act created a new incentive…
It is still law that two witnesses are required to be physically present at the…
In light of current events with COVID-19, Fiduciary Trust International published an article on the…
Did you know the new CARES Act just signed into law may allow you a…
Secure Act, Cares Act and Coronavirus, do you think someone is trying to get you…
Fortunately we have experienced challenging times before this one. The twin storms of 2004 were…
Check out this article on Impact 100’s Finalists. Five nonprofits will receive $100,000 high-impact grants,…
Our attorneys, Robin Lloyd and Zachary Kleiman, attended the Annual Spring Dinner benefiting the Shining…
Our firm proudly sponsored Impact 100: Impact Day 2020 in January at Northern Trust Company.…
Avid supporters and sponsors to the Hibiscus Children’s Center, Robin and Brenda Lloyd attended their…
“Are your health care surrogate and power of attorney documents up to date?” #TuesdayTip Zachary…
Consider putting all of your important documentation in one binder and let your attorney and…
Do you know what the SECURE Act is? The President signed it in late December. …
The Florida Homestead Exemption provides several legal and tax benefits to homeowners. If you have…
Robin and Brenda Lloyd were on the cover of the Indian River Community Foundation 2019…
Did you know that property in a revocable trust can pass to your heirs without…
As we take great pride in our involvement throughout the community, last week we were…
Did you know that requirements for distribution of IRAs now starts at age 72? #TuesdayTip…
The deadline to timely file for a homestead exemption is March 1st. #TuesdayTip Zachary…
The SECURE Act was signed into law three weeks ago, altering the retirement planning landscape.…
Be sure to update your estate planning to ensure that your heirs will get second…
During the season of giving, don’t forget that charitable contributions continue to be deductible if…
The annual gift tax exclusion amount for each individual is $15,000 for 2019 and does…
Are all of your beneficiary designations up to date on assets such as a life…
With the holiday season here, now is a great time to tell your family where…
The estate tax exemption for 2020 is $11.58 million, an increase from $11.4 million in…
Last weekend we were grateful to have a sponsor’s table at the #DoYouGiveARuck? March. Despite…
We are proud Silver Sponsors for #DoYouGiveARuck? March against PTSD. As a Veteran-owned firm, we…
Will the Estate Tax Exemption and tax rate continue until 2025? #TuesdayTip Robin…
Check out our pictures at the Making Strides of Indian River to support the American…
Did you know that if you are the Personal Representative for an estate, Florida law…
Does your Estate Plan provide for a stepped up basis at the second death? …
Impact 100 is one of the many sponsors we are proud to be actively involved…
Did you know that Save Our Homes is an amendment to the Florida Constitution that…
IS YOUR TRUST GOING TO BE SUBJECT TO OUT OF STATE INCOME TAX AFTER YOU…
As the Personal Representative of a probated decedent’s estate, it is a good idea to…
You should check and update your estate planning documents at least once a year and…
Did you know that there are two main categories of trusts: revocable and irrevocable. One…
A “pour over” Will works together with a Revocable Trust so that any assets that…
Did you know that the state in which your Trustee resides may impact the taxation…
It is important to review and update your estate planning documents every couple years, and…
Did you know that certain contracts, such as a sale of an interest in land,…
Did you know that transferring your primary residence into your revocable trust will not affect…
Did you know that the domicile of your Trust will determine if you pay state…
Did you know that to serve as your Personal Representative in Florida, the individual must…
Did you know that, in most cases, due to the unlimited marital deduction, you can…
Did you know there are three different types of Power of Attorney in Florida: limited,…
Did you know that Congress may soon pass a bill that will change the age…
Did you know that a spouse may elect to receive 30% of the deceased spouses…
The average cost of home healthcare for a retiree to spend on healthcare is approximately…
Did you know in Florida, even if a homestead property is titled in only one…
For a Last Will and Testament to be properly executed in Florida, it must be…
Did you know that even though there is no estate tax in the state of…
By filing Probate it shortens the creditors period and makes it a lot easier on…
Robin Lloyd & Associates, P.A. proudly supports Impact 100 year after year. 100 grand gesture:…
It is important to have and regularly update a Durable Power of Attorney so that…
An individual can gift up to $15,000 per recipient this year without triggering a taxable…
What would your beneficiaries do if they hit the lottery? This is something to consider…
At least once a year, check the beneficiary designations for your retirement accounts, IRA, annuities,…
Robin Lloyd & Associates, P.A. proudly sponsors Impact 100 each and every year. Please click…
Did you know if you transfer money into an account for someone under the “Uniform…
The staff of Robin Lloyd & Associates would like to wish everyone a very Merry…
The holiday season is a great time to discuss and review the intentions of your…
Deductible Gifts for 2018 must be postmarked by December 31, 2018. You may want to…
Robin Lloyd & Associates, P.A. is a proud sponsor of this event every year. This…
Could it be true that the 2017 Tax killed Estate Planning? By removing the concern…
Do you ever consider what your beneficiaries would do if they won the Lottery? Please…
Although many of you have been lulled into a sense of security with the new…
#TuesdayTip
Many times when I ask a client who they want as their Trustee they think…
Did you know that you could move to Florida mid year, become a resident and…
Each year, Robin Lloyd & Associates, P.A. proudly sponsors Youth Guidance! #WhatsHappeningWednesday A lulu…
Did you know that the Required Minimum Distribution of an IRA that is left to…
To accurately calculate real estate capital gains, always keep track of the capital improvements on…
The mortgage interest deduction is based upon interest on a million dollar loan….maybe not! #TuesdayTip
Just because I get this small benefit from property tax on my home in another…
So I own my home in Florida and have it homesteaded but I rent it…
Will the Estate Tax Law change as a result of the 2018 Congressional Elections? This…
At the end of the year we were assured that we were getting tax stability.…
Many things are still unknown about the new Tax Law. Attached is a review of…
Robin A. Lloyd, Sr., Esq. January 23, 2018 Greetings from the Heckerling Tax Institute. They…
Robin A. Lloyd, Sr., J.D. January 9, 2018 GUNS, GUNS EVERYWHERE! Apparently, because of the…
As the House and the Senate try to reconcile the differences in their tax…
The Senate narrowly passed its Tax Reform Bill in the early hours of Saturday…
November 14, 2017 On Thursday, November 9, 2017, the Senate Finance Committee released its version…
November 7, 2017 Last week, Republican members of the House of Representatives released their platform…
As quickly as Estate Tax Repeal faded off the tax reform radar a few…
By Robin A. Lloyd, Sr., J.D. Although most taxpayers file their returns by the normal…
Hurricane Irma, an historically powerful and potentially devastating hurricane, continues to strengthen in the Caribbean,…
A cross-country move can be stressful in all aspects; purchasing a new Florida home remotely,…
Generally, a complete basic estate plan in Florida consists of five documents; a Pour Over…
Last Year, the Internal Revenue Service issued proposed regulations aiming to re-define its interpretation…
In planning for non-taxable estates, one of the client’s most important goals (after distribution provisions…
Many times while talking to clients about the needs of their children or grandchildren they…
Robin & Brenda Lloyd enjoyed the recent Tropical Night Luau held on June 10, 2017,…
Traditionally, clients have reserved addressing their estate planning needs for later in their life. When…
Vistage Worldwide, Inc. recently conducted a survey of nearly 750 small business owners for the…
Considering how changes to legislation have gone so far in President Trump’s tenure, passage of…
On May 5, the Florida House and Senate passed into law House Bill 277, which…
If there is one prevailing certainty regarding the Transfer Tax system in 2017, it would…
Tax Planners and Clients can learn a lot from the Republicans’ failure to replace the…
Brenda Lloyd having fun at the Big Apple themed Bingo Luncheon for the benefit of…
Every January I attend the Heckerling Estate Planning Conference. This year a continuing topic was…
Beckett Horner, Board Member for Hibiscus Children’s Center, joins in with Smoke Inn Cigars to host…
Robin & Brenda Lloyd attend a Community Arts event for the benefit of Hibiscus Children’s Center.
Robin & Brenda Lloyd attend a Community Arts event for the benefit of Hibiscus Children’s Center.
Brenda Lloyd, Secretary of the Board of Indian River County Healthy Start Coalition, joins the…
Robin Lloyd & Associates, P.A. is a proud sponsor of Boys & Girls Club of…
Robin Lloyd & Associates, P.A. is a proud sponsor of Boys & Girls Club of…
Brenda Lloyd, Board Member of Healthy Start Coalition, celebrates a successful Dancing With the Vero…
Former Dancing with Vero’s Stars event chair, star dancer and Indian River Healthy Start board member,…
Many people work their entire lives without ever establishing a will or estate plan. Without…
Sharla Branigan, Board Member for the Paralegal Association of Florida Treasure Coast Chapter, participates in…
INDIAN RIVER COUNTY — Their giving is sometimes provided in the way of cash and volunteering.…
Robin Lloyd and Associates is proud to have been involved in the success of Dancing…
Robin Lloyd and Associates is proud to have been involved in the success of Dancing…