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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

Planning to Give Back

Planning to Give Back

June 22, 2021 Posted by RLA Community Involvement, Estate Planning Law, Probate, Trust Administration, Uncategorized

One pillar of estate planning is charitable giving. There are many ways to include charitable giving as part of your estate plan. Many donors choose to donate funds outright. Other opportunities can include creating a scholarship fund, setting up a specific research project or setting up a charitable trust. It is also possible to begin funding your gifts now. Your estate planning professional should be well versed in philanthropic planning, and can help you navigate the best way to support any causes that may be near and dear to your heart.

-Emily Helmick, Esq.

 

Tags: AttorneysbeneficiariesCharityCommunityestateplanningRobin Lloyd & AssociatesVero 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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  • 5089 Highway AIA, Vero Beach, Florida 32963
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