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    • Robin A. Lloyd, Sr., J.D.
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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

News

Aging with Grace and Dignity

Dr. Deepti Sadhwani of Quality Health Care & Wellness Institute spoke about “Aging with Grace…

May 20, 2022Read More

Real Estate Contracts- Read before you sign

Real estate transactions are governed by their signed contracts. It is important that you know…

May 17, 2022Read More

How long does probate take?

We get asked this question all the time. The answer is complex. Every situation is…

May 10, 2022Read More

Robin A. Lloyd Sr. guest speaker at Vero Beach Yacht Club

Attorney Robin A,. Lloyd, Sr., was asked to speak about estate planning at an informational…

May 9, 2022Read More

Blue Ribbon First Class Fundraiser for Hibiscus

Proceeds from what local fashionistas consider “The Spring Affair” of the season benefits the teens…

May 4, 2022Read More

Getting into spirit of an era at Senior Resource’s ‘Bingo Luncheon’

Paralegal Brenda Lloyd (right) in roaring ’20s attire at the 17th annual Bingo Luncheon to…

May 3, 2022Read More

Immense ‘Impact’ as 4 nonprofits awarded100k grants

The Gifford Youth Achievement Center, Treasure Coast Community Health, United Against Poverty and the Youth…

May 3, 2022Read More

Corporate Trustees

If you are naming a corporate Trustee as successor Trustee of your revocable trust, there…

May 3, 2022Read More

Business interests

Business interests are often an overlooked aspect of estate planning. If you have any interests…

April 26, 2022Read More

Who gets the house?

One of the most commonly asked questions, but sometimes one of the most complicated to…

April 19, 2022Read More

Update your documents

Estate planning is not set it and forget it! You need to review your estate…

April 12, 2022Read More

Gifting low basis assets

When deciding which type of assets to gift, it is important to consider the asset’s…

April 5, 2022Read More

Probate Assets

Common scenario: “No one wants Grandpa’s watch, car, or golf clubs. Can’t we just give…

March 29, 2022Read More

“Fashion Meets Art” fundraiser benefitting the Vero Beach Museum of Art

Style star Siriano wears well at “Fashion Meets Art” benefit. – 32963

March 22, 2022Read More

Testamentary Formalities

To be valid under Florida law, a Last Will and Testament, or “will” must include…

March 8, 2022Read More

What is a Living Will?

A living will is a document in which you decide and direct the circumstances under…

February 22, 2022Read More

Understanding your Title Policy

Title policies are often overlooked by purchasers in real estate transactions. It is important that…

February 14, 2022Read More

Remember your Gift Tax Returns

If you have made considerable gifts to individuals, be sure to remember to file your…

January 31, 2022Read More

Impact 100

Grant-astic! ‘Impact 100’ members hear from grateful nonprofits – 32963 Features, People – Vero News

January 28, 2022Read More

The “simple” will

Clients will often come to their attorneys with a “simple” request. “I just need a…

January 18, 2022Read More

Advanced Directives

What are they and why do I need them? Advanced directives are documents that include…

January 11, 2022Read More

New Year, New Planning

Happy New Year! With most of us in a goal-setting mindset at the beginning of…

January 4, 2022Read More

Trustees and Real Estate Transactions

One power a trustee may have is to buy, sell, lease or convey trust property.…

December 21, 2021Read More

Preparing for 2022

Many proposed changes are on the proverbial table, with an undetermined date of enactment, that…

December 14, 2021Read More

Am I a Florida Resident?

Do you know how to answer this question? If not, you need to find out!…

December 7, 2021Read More

IMPACT 100 Indian River Member Spotlight- Brenda Lloyd

Impact 100 Member of Distinction: Brenda Lloyd Brenda Lloyd, one of the original members of…

December 1, 2021Read More

Why do I need a real estate attorney?

Simple. Anyone who is not a licensed attorney in Florida is prohibited from providing you…

November 30, 2021Read More

‘Tis the Season of Giving

The season of giving and gifting is here. If you are considering charitable donations, consider…

November 23, 2021Read More

Cultural Council ‘Arts Guide’

Cultural Council fetes its all-encompassing ‘Arts Guide’ Attorney Emily Helmick and Paralegal Brenda Lloyd attended…

November 12, 2021Read More

Tangible Personal Property

These are your assets. Golf clubs, watches, jewelry, vehicles, art collections, etc. These assets have…

November 9, 2021Read More

Out of State Considerations

If you are domiciled in Florida, it is fine to name direct relatives as Personal…

November 2, 2021Read More

Trustee Selection

Under Florida law, you can select anyone to be the Trustee of your Trust, unless…

October 26, 2021Read More

Chain of Title

In some areas, seller pays title and in some areas buyer pays for title. Title…

October 19, 2021Read More

Tax Law Changes by Robin A. Lloyd, Sr., J.D.

In about two more weeks, we should be able to tell what the tax law…

October 19, 2021Read More

Taxes by Robin A. Lloyd, Sr., J.D.

With a possibility of $3.5 Trillion in new government spending, it’s an attorney’s dream about…

October 12, 2021Read More

Use it or lose it

The current estate tax and lifetime gift exemption is $11.7 million per person. This amount…

October 5, 2021Read More

End of Year Planning

Its that time again. Time to get your affairs in order for the end of…

September 28, 2021Read More

Keeping tabs on pending legislation

The “Building Back Better Act” may significantly impact your estate planning. Consult with your attorney…

September 21, 2021Read More

Help out your loved ones

Its not fun to think about, but preparing for your own passing is important. Your…

September 14, 2021Read More

DNR vs HCS vs Living Will

What are all of these documents and why do I need them? Keep reading. A…

September 7, 2021Read More

How to choose the right Corporate Trustee

Many clients select a Corporate Trustee to manage their Trusts, who will step in at…

August 31, 2021Read More

Newly Enacted Florida Trust Laws

Selecting a Trustee for your Trust is an important consideration. Trustees are fiduciaries and as…

August 24, 2021Read More

Red File; Do you know what it is and do you have one?

Without careful planning, the time after you pass can be incredibly stressful for your loved…

August 17, 2021Read More

Do I need a Trust?

There are a number of ways a trust can be a useful vehicle to transfer…

August 10, 2021Read More

Yay or Nay to IRA?

IRAs (individual retirement accounts) are a popular wealth management and estate planning tool. Both traditional…

August 3, 2021Read More

Do I need an inspection?

The answer is usually “Yes.” You NEED an inspection, especially if you are purchasing residential…

July 20, 2021Read More

Power of Attorney

A durable power of attorney is a document that allows you to name someone you…

July 13, 2021Read More

How to take title

This one is worth repeating. Over and over and over again. Especially now in this…

July 6, 2021Read More

In re: the Estate of

Determining where and how your assets (and debts) pass at death can be a complicated…

June 29, 2021Read More

Planning to Give Back

One pillar of estate planning is charitable giving. There are many ways to include charitable…

June 22, 2021Read More

Closing Time- On Time

Most of what occurs during a real estate closing is unbeknownst to sellers and buyers.…

June 15, 2021Read More

How would you like to take title?

Its a common question. Without a simple answer. How your assets are titled can make…

June 1, 2021Read More

To Survey or Not to Survey?

The boundary survey is often an overlooked and poorly understood component of the real estate…

May 25, 2021Read More

What’s in a name?

How do you want to take title? The question everyone hears but most people do…

May 18, 2021Read More

Disclaiming an IRA

If you inherit an IRA that has a contingent beneficiary, you do have the option…

May 4, 2021Read More

Weighing Your Options

Weighing the benefits of stepped-up basis, capital gains, and income versus tax implications for you…

April 27, 2021Read More

Fund your Trust

Estate planning can be simple or complex, depending on the objective you are trying to…

April 20, 2021Read More

To Pay or Not to Pay?

Florida is one of five states without any state income tax or state inheritance or…

April 13, 2021Read More

Tax Deadlines Extended

ICYMI, The federal income tax filing due date for individuals for the 2020 tax year…

April 6, 2021Read More

Estate Tax Exemption

The IRS estate tax exemption for 2021 is projected to be either $11.7 million, $6.5…

March 30, 2021Read More

Deadlines Approaching

Annual Reports for all Florida corporations, including LLC’s are now due. File yours by May…

March 23, 2021Read More

Tax Time Tip

The trustees for a Qualified Revocable Trust and an executor of the related estate can…

March 16, 2021Read More

Real Estate Closings

Some states require real estate closings be held at an attorney’s office. This is not…

March 9, 2021Read More

Duties of a Personal Representative

Many clients come to us asking “What are the duties of the Personal Representative?” The…

March 2, 2021Read More

What is Probate?

Each state has its own rules and requirements for probate proceedings. Probate is filed in…

February 23, 2021Read More

Prepare for the Unexpected

If you are in an unforeseen or emergency situation, make sure your loved ones know…

February 16, 2021Read More

The Big Impact of Low Interest Rates

Interest rates are at historical lows. These small numbers can have a big impact on…

February 9, 2021Read More

FL Property Tax Discounts

You may be eligible for certain discounts on your Florida property taxes, if paid before…

February 1, 2021Read More

Homestead in Florida

The deadline to file for your homestead exemption in Florida is March 1, 2021.  …

January 26, 2021Read More

Protect your Investment

If you are taking advantage of the benefits of becoming a Florida resident, be sure…

January 19, 2021Read More

Estate Tax

The estate tax lifetime exemption is currently set at $11,580,000. Under the incoming Administration, we’re…

January 12, 2021Read More

Happy New Year!

With many possible impending changes on the horizon, don’t forget to keep an eye out…

January 5, 2021Read More

Goodbye 2020, Hello 2021

But wait! If you haven’t already done so, now is a good time to tidy…

December 29, 2020Read More

Season’s Greetings!

Florida does not have an inheritance tax. If you aren’t a Florida resident, yet, it…

December 22, 2020Read More

Qualified Charitable Distributions

If you are 70 1/2 and have not yet used your (up-to) $100,000 direct gift…

December 15, 2020Read More

Charitable Gift

Tis the Season! If you are considering making a charitable gift this holiday season, you…

December 8, 2020Read More

Riverside Children’s Theater

Robin Lloyd & Associates, P.A. has proudly sponsored the Festival of Trees at Riverside Children’s…

December 4, 2020Read More

Loss Harvesting

It is that time of the year when we start thinking about taxes.  “Loss Harvesting”…

December 1, 2020Read More

Thanksgiving 2020

Here are some tips that the CDC have released for Thanksgiving this year: *Having a…

November 24, 2020Read More

Social Security Retirement

Did you know, if you were born in 1960 or later, your full Social Security…

November 10, 2020Read More

Estate Tax Rates

When planning your Estate and your transfer of assets, be sure to check estate tax…

November 3, 2020Read More

Tax Savings

Recently we have been hearing a lot about the tax savings from “Loss Harvesting”.  Since…

October 27, 2020Read More

Florida Residents

“Are you a Florida Resident?  If you are and your residence is not homesteaded, now…

October 20, 2020Read More

Estate and Tax Rates

Which will be higher next year-Estate Tax Rates or Income Tax?  You may need to…

October 13, 2020Read More

IRA Contribution

Did you know, as of 2020 there is no age limit as to how long…

September 29, 2020Read More

Out of State Property & Estate Tax

Remember if you own out of state property, the State Estate Tax Exemption in that…

September 15, 2020Read More

Checking Your Portfolio

As we approach the end of the year, you should check the gains in your…

September 8, 2020Read More

Spousal Trusts

Would a Spousal Life Time Access Trust (SLAT) work for you?   Robin A Lloyd…

September 1, 2020Read More

Advantageous Exemptions

Have you taken advantage of the current estate and gift tax exemptions?   Zachary Kleiman,…

August 25, 2020Read More

Estate Planning, taking care of your pets

During your estate planning, have you considered how and who will take care of your…

August 18, 2020Read More

Potential Estate Tax Change

Will a $3.5 million potential Estate Tax Exemption affect you? If so, updated planning may…

August 11, 2020Read More

Potential Estate Tax by Robin A. Lloyd, Sr.

Will a potential $3.5 million Estate Tax exemption affect you?  If so,  updated planning maybe…

August 11, 2020Read More

Potential Estate Tax Exemption

Will a potential $3.5 million Estate Tax exemption affect you? If so, additional planning maybe…

August 11, 2020Read More

Legacy Letter

A helpful and thoughtful way to express your wishes and gratitude for your loved ones…

August 4, 2020Read More

Highest Federal Income Tax Rate

Following the July 21st Tuesday Tip, at its peak, the highest federal income tax rate…

July 28, 2020Read More

Highest Federal Income Tax Rate

Do you know what the highest federal income tax rate was? Be sure to check…

July 21, 2020Read More

Guardianship

Do you have a minor child or take care of someone with special needs? Naming…

July 14, 2020Read More

The Best Time for Low Basis Transfers?

Now might be the best time to make some low basis transfers while the market…

July 7, 2020Read More

Do Your Documents Reflect Your Current Thinking?

Do your estate planning documents reflect your current thinking? If they do not, or you…

June 23, 2020Read More

The Effect of the SECURE Act on Your IRA

Have you checked to see what effect the SECURE Act has on the inheritance of…

June 16, 2020Read More

Required Minimum Distributions

Did you know the CARES Act eliminated required minimum distributions in 2020 for an individual…

June 2, 2020Read More

Reviewing Your Estate Plan

Has there been a marriage, birth, death, or divorce in your family since the last…

May 19, 2020Read More

Charitable Contributions Under CARES Act

For those taxpayers that take the standard deduction, the CARES Act created a new incentive…

April 28, 2020Read More

Socially Distanced Signing

It is still law that two witnesses are required to be physically present at the…

April 14, 2020Read More

Updating Your Estate Planning Documents: Fiduciary Trust International

In light of current events with COVID-19, Fiduciary Trust International published an article on the…

April 9, 2020Read More

CARES Act Charitable Deduction

Did you know the new CARES Act just signed into law may allow you a…

April 7, 2020Read More

Someone Trying To Get You To Review Your Estate Planning Documents?

Secure Act, Cares Act and Coronavirus, do you think someone is trying to get you…

March 31, 2020Read More

Getting Through This Time Together

Fortunately we have experienced challenging times before this one. The twin storms of 2004 were…

March 30, 2020Read More

Impact 100 Finalists

Check out this article on Impact 100’s Finalists. Five nonprofits will receive $100,000 high-impact grants,…

March 27, 2020Read More

Shining Light Garden Foundation Annual Spring Dinner

Our attorneys, Robin Lloyd and Zachary Kleiman, attended the Annual Spring Dinner benefiting the Shining…

March 27, 2020Read More

Impact 100: Impact Day 2020

Our firm proudly sponsored Impact 100: Impact Day 2020 in January at Northern Trust Company.…

March 27, 2020Read More

Hibiscus Children’s Center’s Wine & Dine: Taste of Australia

Avid supporters and sponsors to the Hibiscus Children’s Center, Robin and Brenda Lloyd attended their…

March 27, 2020Read More

Updated Health Care Surrogate and Power of Attorney

“Are your health care surrogate and power of attorney documents up to date?”   #TuesdayTip Zachary…

March 24, 2020Read More

Red File

Consider putting all of your important documentation in one binder and let your attorney and…

March 10, 2020Read More

SECURE Act

Do you know what the SECURE Act is? The President signed it in late December. …

March 3, 2020Read More

Homestead Exemption

The Florida Homestead Exemption provides several legal and tax benefits to homeowners. If you have…

February 25, 2020Read More

Indian River Community Foundation

Robin and Brenda Lloyd were on the cover of the Indian River Community Foundation 2019…

February 13, 2020Read More

Property in a Revocable Trust

Did you know that property in a revocable trust can pass to your heirs without…

February 4, 2020Read More

Impact Day 2020

As we take great pride in our involvement throughout the community, last week we were…

January 28, 2020Read More

Distribution of IRA

Did you know that requirements for distribution of IRAs now starts at age 72?   #TuesdayTip…

January 21, 2020Read More

Homestead

The deadline to timely file for a homestead exemption is March 1st.    #TuesdayTip Zachary…

January 14, 2020Read More

SECURE Act

The SECURE Act was signed into law three weeks ago, altering the retirement planning landscape.…

January 7, 2020Read More

Stepped Up Basis

Be sure to update your estate planning to ensure that your heirs will get second…

December 30, 2019Read More

Charitable Deduction

During the season of giving, don’t forget that charitable contributions continue to be deductible if…

December 24, 2019Read More

Annual Gift Tax Exclusion

The annual gift tax exclusion amount for each individual is $15,000 for 2019 and does…

December 17, 2019Read More

Beneficiary Designations

Are all of your beneficiary designations up to date on assets such as a life…

December 10, 2019Read More

Location of Your Estate Planning Documents and Information

With the holiday season here, now is a great time to tell your family where…

December 3, 2019Read More

2020 Estate Tax Exemption

The estate tax exemption for 2020 is $11.58 million, an increase from $11.4 million in…

November 19, 2019Read More

#DoYouGiveARuck? March Against PTSD

Last weekend we were grateful to have a sponsor’s table at the #DoYouGiveARuck? March. Despite…

November 13, 2019Read More

#DoYouGiveARuck? March Against PTSD

We are proud Silver Sponsors for #DoYouGiveARuck? March against PTSD. As a Veteran-owned firm, we…

November 6, 2019Read More

Estate Tax Exemption

Will the Estate Tax Exemption and tax rate continue until 2025?       #TuesdayTip Robin…

November 5, 2019Read More

Making Strides of Indian River

Check out our pictures at the Making Strides of Indian River to support the American…

October 29, 2019Read More

Personal Representatives

Did you know that if you are the Personal Representative for an estate, Florida law…

October 29, 2019Read More

Your Estate Plan at the Second Death

Does your Estate Plan provide for a stepped up basis at the second death?   …

October 15, 2019Read More

Robin A. Lloyd on Impact 100

Impact 100 is one of the many sponsors we are proud to be actively involved…

October 10, 2019Read More

Save Our Homes

Did you know that Save Our Homes is an amendment to the Florida Constitution that…

October 8, 2019Read More

Income Tax on Your Trust

IS YOUR TRUST GOING TO BE SUBJECT TO OUT OF STATE INCOME TAX AFTER YOU…

October 1, 2019Read More

Debts of an Estate

As the Personal Representative of a probated decedent’s estate, it is a good idea to…

September 24, 2019Read More

Updating your Estate Planning Documents by Zachary Kleiman, Esquire

You should check and update your estate planning documents at least once a year and…

September 17, 2019Read More

Trusts by Zachary Kleiman, Esquire

Did you know that there are two main categories of trusts: revocable and irrevocable. One…

September 10, 2019Read More

Pour Over Will by Zachary Kleiman, Esquire

A “pour over” Will works together with a Revocable Trust so that any assets that…

August 27, 2019Read More

Taxation of Trust by Zachary Kleiman, Esquire

Did you know that the state in which your Trustee resides may impact the taxation…

August 20, 2019Read More

Updating Documents by Zachary Kleiman, Esquire

It is important to review and update your estate planning documents every couple years, and…

August 13, 2019Read More

Contracts by Zachary Kleiman, Esquire

Did you know that certain contracts, such as a sale of an interest in land,…

August 6, 2019Read More

Primary Residence by Zachary Kleiman, Esquire

Did you know that transferring your primary residence into your revocable trust will not affect…

July 30, 2019Read More

Domicile of Trust and State Income Tax

Did you know that the domicile of your Trust will determine if you pay state…

July 23, 2019Read More

Choosing a Personal Representative.

Did you know that to serve as your Personal Representative in Florida, the individual must…

July 16, 2019Read More

Marital Deduction

Did you know that, in most cases, due to the unlimited marital deduction, you can…

July 2, 2019Read More

Power of Attorney

Did you know there are three different types of Power of Attorney in Florida: limited,…

June 25, 2019Read More

Retirement Account Distribution

Did you know that Congress may soon pass a bill that will change the age…

June 18, 2019Read More

Elective Share

Did you know that a spouse may elect to receive 30% of the deceased spouses…

June 11, 2019Read More

Home Healthcare

The average cost of home healthcare for a retiree to spend on healthcare is approximately…

June 4, 2019Read More

Spousal Joinder for Homestead.

Did you know in Florida, even if a homestead property is titled in only one…

May 28, 2019Read More

Was your Last Will & Testament properly executed?

For a Last Will and Testament to be properly executed in Florida, it must be…

May 14, 2019Read More

Will you have to pay Estate Tax?

Did you know that even though there is no estate tax in the state of…

May 7, 2019Read More

Maybe Probate is a good thing… by Robin A. Lloyd, Sr.

By filing Probate it shortens the creditors period and makes it a lot easier on…

April 30, 2019Read More

Impact 100 2019 Grant Recipients.

Robin Lloyd & Associates, P.A. proudly supports Impact 100 year after year. 100 grand gesture:…

April 26, 2019Read More

Power of Attorney

It is important to have and regularly update a Durable Power of Attorney so that…

April 9, 2019Read More

Gift Giving

An individual can gift up to $15,000 per recipient this year without triggering a taxable…

April 2, 2019Read More

Beneficiary Distributions

What would your beneficiaries do if they hit the lottery? This is something to consider…

March 26, 2019Read More

Beneficiary Designations

At least once a year, check the beneficiary designations for your retirement accounts, IRA, annuities,…

March 19, 2019Read More

Impact 100

Robin Lloyd & Associates, P.A. proudly sponsors Impact 100 each and every year. Please click…

February 12, 2019Read More

Distributions to Minors by Robin A. Lloyd, Sr., J.D.

Did you know if you transfer money into an account for someone under the “Uniform…

January 15, 2019Read More

Merry Christmas from Robin Lloyd & Associates, P.A.

The staff of Robin Lloyd & Associates would like to wish everyone a very Merry…

December 21, 2018Read More

Holiday Discussion! by Zachary Kleiman, Esquire

The holiday season is a great time to discuss and review the intentions of your…

December 18, 2018Read More

2018 Tax Deductible Gifts by Robin A. Lloyd, Sr., J.D.

Deductible Gifts for 2018 must be postmarked by December 31, 2018. You may want to…

December 11, 2018Read More

2018 Festival of Trees

Robin Lloyd & Associates, P.A. is a proud sponsor of this event every year.  This…

December 3, 2018Read More

The Death of Estate Planning? by Robin A. Lloyd, Sr., J.D.

Could it be true that the 2017 Tax killed Estate Planning? By removing the concern…

November 27, 2018Read More

Tuesday Tip by Robin A. Lloyd, Sr., J.D.

Do you ever consider what your beneficiaries would do if they won the Lottery?  Please…

November 13, 2018Read More

Is it time to update my Estate Plan? by Robin A. Lloyd, Sr., J.D.

Although many of you have been lulled into a sense of security with the new…

October 9, 2018Read More

Remembering 9-11.

#TuesdayTip

September 11, 2018Read More

Choosing a Trustee by Robin A. Lloyd, Sr., Esq.

Many times when I ask a client who they want as their Trustee they think…

August 14, 2018Read More

Florida Residency by Robin A. Lloyd, Sr., J.D.

Did you know that you could move to Florida mid year, become a resident and…

July 24, 2018Read More

Youth Guidance Luau

Each year, Robin Lloyd & Associates, P.A. proudly sponsors Youth Guidance! #WhatsHappeningWednesday   A lulu…

July 18, 2018Read More

IRA Distributions by Robin A. Lloyd, Sr., Esq.

Did you know that the Required Minimum Distribution of an IRA that is left to…

July 3, 2018Read More

Real Estate Capital Gains by Robin A. Lloyd, Sr., J.D.

To accurately calculate real estate capital gains, always keep track of the capital improvements on…

June 19, 2018Read More

Mortgage Interest Deduction by Robin A. Lloyd, Sr., J.D.

The mortgage interest deduction is based upon interest on a million dollar loan….maybe not! #TuesdayTip

June 5, 2018Read More

Claiming Homestead by Robin A. Lloyd, Sr., J.D.

Just because I get this small benefit from property tax on my home in another…

May 29, 2018Read More

Homestead Property by Robin A. Lloyd, Sr. , Esquire

So I own my home in Florida and have it homesteaded but I rent it…

May 8, 2018Read More

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

Will the Estate Tax Law change as a result of the 2018 Congressional Elections? This…

May 1, 2018Read More

Tax Stability by Robin A. Lloyd, Sr.

At the end of the year we were assured that we were getting tax stability.…

February 20, 2018Read More

New Tax Law by Robin A. Lloyd, Sr.

Many things are still unknown about the new Tax Law. Attached is a review of…

February 6, 2018Read More

Message from Robin A. Lloyd, Sr., Esq. from Heckerling Tax Institute

Robin A. Lloyd, Sr., Esq. January 23, 2018 Greetings from the Heckerling Tax Institute. They…

January 23, 2018Read More

Guns, Guns Everywhere! By Robin A. Lloyd, Sr., J.D.

Robin A. Lloyd, Sr., J.D. January 9, 2018 GUNS, GUNS EVERYWHERE! Apparently, because of the…

January 9, 2018Read More

Year-End Tax Tips

  As the House and the Senate try to reconcile the differences in their tax…

December 12, 2017Read More

Estate Tax Provisions Clearer Heading into Conference

  The Senate narrowly passed its Tax Reform Bill in the early hours of Saturday…

December 5, 2017Read More

Senate Tax Bill Leaves Estate Tax Intact

November 14, 2017 On Thursday, November 9, 2017, the Senate Finance Committee released its version…

November 14, 2017Read More

House GOP Tax Bill has Big Plans for Estate Tax

November 7, 2017 Last week, Republican members of the House of Representatives released their platform…

November 7, 2017Read More

Estate Tax Repeal Back in the Tax Reform Picture

  As quickly as Estate Tax Repeal faded off the tax reform radar a few…

October 3, 2017Read More

IRS Authorizes Extensions for Certain Tax Returns for Those Affected by the Hurricanes

By Robin A. Lloyd, Sr., J.D. Although most taxpayers file their returns by the normal…

September 26, 2017Read More

As a Crisis brews in the Caribbean, Chaos Returns to Congress

Hurricane Irma, an historically powerful and potentially devastating hurricane, continues to strengthen in the Caribbean,…

September 5, 2017Read More

Make Sure to Pack your Estate Plan on your Move to Florida

A cross-country move can be stressful in all aspects; purchasing a new Florida home remotely,…

August 29, 2017Read More

The Durable Power of Attorney: A Simple yet Integral Document in any Complete Estate Plan

Generally, a complete basic estate plan in Florida consists of five documents; a Pour Over…

August 22, 2017Read More

Relief from the Now Infamous Section 2704 Proposed Regulations May be on its Way

  Last Year, the Internal Revenue Service issued proposed regulations aiming to re-define its interpretation…

August 15, 2017Read More

Want to Avoid Probate? Simply Signing your Trust is not Enough

In planning for non-taxable estates, one of the client’s most important goals (after distribution provisions…

August 1, 2017Read More

Tuesday Tip: Do NOT Forget Tax Neutral Transfers, by Robin A. Lloyd, Sr., Esq.

Many times while talking to clients about the needs of their children or grandchildren they…

July 18, 2017Read More

40th Annual Tropical Night Luau for Youth Guidance

Robin & Brenda Lloyd enjoyed the recent Tropical Night Luau held on June 10, 2017,…

June 21, 2017Read More

Estate Plans: Not Just For Parents

Traditionally, clients have reserved addressing their estate planning needs for later in their life. When…

June 20, 2017Read More

For Most Small Business Owners, Lower Taxes “Trumps” Estate Tax Repeal

Vistage Worldwide, Inc. recently conducted a survey of nearly 750 small business owners for the…

June 13, 2017Read More

If Estate Tax Repeal Fails, The ASSET Act Offers an Alternative

Considering how changes to legislation have gone so far in President Trump’s tenure, passage of…

May 23, 2017Read More

BREAKING: Florida Judiciary Passes Electronic Wills Act

On May 5, the Florida House and Senate passed into law House Bill 277, which…

May 16, 2017Read More

Estate Tax Uncertainty Should Be a Catalyst For Drafting Flexibility

If there is one prevailing certainty regarding the Transfer Tax system in 2017, it would…

May 2, 2017Read More

In a Year Full of Uncertainty, Estate Plan Flexibility is Key

Tax Planners and Clients can learn a lot from the Republicans’ failure to replace the…

April 18, 2017Read More

Brenda Lloyd at the “Big Apple” themed Bingo Luncheon for the Senior Resource Association!

Brenda Lloyd having fun at the Big Apple themed Bingo Luncheon for the benefit of…

April 12, 2017Read More

Estate Tax Article

Every January I attend the Heckerling Estate Planning Conference.  This year a continuing topic was…

April 11, 2017Read More

Second Annual Golf Tournament for Hibiscus Children’s Center

Beckett Horner, Board Member for Hibiscus Children’s Center, joins in with Smoke Inn Cigars to host…

August 25, 2016Read More

Hibiscus Children's Event

Robin & Brenda Lloyd attend a Community Arts event for the benefit of Hibiscus Children’s Center.

February 20, 2016Read More

Hibiscus Children’s Event

Robin & Brenda Lloyd attend a Community Arts event for the benefit of Hibiscus Children’s Center.

February 20, 2016Read More

Brenda Lloyd at Indian River County Healthy Start Coalition

Brenda Lloyd, Secretary of the Board of Indian River County Healthy Start Coalition, joins the…

October 26, 2015Read More

Boys & Girls Club of Indian River County 2015

Robin Lloyd & Associates, P.A. is a proud sponsor of Boys & Girls Club of…

October 26, 2015Read More

Boys & Girls Club of Indian River County 2015

Robin Lloyd & Associates, P.A. is a proud sponsor of Boys & Girls Club of…

October 26, 2015Read More

Dancing With the Vero Stars Fundraiser for Healthy Start Coalition Raises over $300,000

Brenda Lloyd, Board Member of Healthy Start Coalition, celebrates a successful Dancing With the Vero…

May 20, 2015Read More

Brenda and Robin Lloyd featured in Vero Beach 32963

Former Dancing with Vero’s Stars event chair, star dancer and Indian River Healthy Start board member,…

October 16, 2014Read More

Robin Lloyd served as the Pro Bono Attorney establishing the new Vero Beach Dog Park

October 15, 2014Read More

Brenda Lloyd Nominated for 2014 Woman of the Year

October 1, 2014Read More

Create an estate plan that works for you and your beneficiaries

Many people work their entire lives without ever establishing a will or estate plan. Without…

August 11, 2014Read More

5k Race for March of Dimes

Sharla Branigan, Board Member for the Paralegal Association of Florida Treasure Coast Chapter, participates in…

March 8, 2014Read More

Brenda Lloyd Nominated for 2013 Outstanding Volunteer Fundraiser Honor

INDIAN RIVER COUNTY — Their giving is sometimes provided in the way of cash and volunteering.…

November 11, 2013Read More

Robin Lloyd and Associates Sponsors $200,000 Fundraiser "Dancing With Vero's Stars"

Robin Lloyd and Associates is proud to have been involved in the success of Dancing…

August 14, 2013Read More

Robin Lloyd and Associates Sponsors $200,000 Fundraiser “Dancing With Vero’s Stars”

Robin Lloyd and Associates is proud to have been involved in the success of Dancing…

August 14, 2013Read More

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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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  • 5089 Highway AIA, Vero Beach, Florida 32963
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