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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

Pour Over Will by Zachary Kleiman, Esquire

Pour Over Will by Zachary Kleiman, Esquire

August 27, 2019 Posted by RLA Estate Planning Law, News and Press, Probate, Tips

A “pour over” Will works together with a Revocable Trust so that any assets that are not in your Trust at the time of your passing end up in your Trust after the probate process is over.      #TuesdayTip

 

Tags: articlesAttorneysbeneficiariesbeneficiaryBusinessestateestate planningestate taxestate tax repealFloridaGiftsIndian RiverLawLawyerslegalpour over willprobaterevocable trustRobin Lloyd & AssociatesstatetrustsTuesday TipsVero BeachWealth Managementwill
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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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