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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

Review your estate planning documents

Review your estate planning documents

July 12, 2022 Posted by RLA Estate Planning Law, Tips, Uncategorized

If you haven’t reviewed your estate planning documents in a few years (or more), you should. Both state and federal laws change frequently. For example, the current estate tax exemption is set to sunset in 2025, reverting back to $5 million adjusted for inflation. Florida Laws regarding Powers of Attorneys, Living Wills and Health Care Surrogates have changed in the past few years. There are new and proposed laws regarding portability, IRAs, and capital gains. You may also have significant life changes like income increase or decrease, marriage, divorce, birth of children or grandchildren, adoption, or death of a beneficiary. You should at least review your estate planning documents annually. Speak with your attorney if you have questions regarding your estate planning documents.

-Emily A. Helmick, Esq.

Emily

Tags: estate planningRobin Lloyd & AssociatesTuesday 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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