• 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.
    • Zachary Kleiman, J.D.
    • Brenda Lloyd, CP, FRP
    • Tiffany Coleman
  • News
  • Community
  • Contact

Call us 772-234-5500

Find us on Map
info@rlloydlaw.com
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.
    • Zachary Kleiman, J.D.
    • Brenda Lloyd, CP, FRP
    • Tiffany Coleman
  • News
  • Community
  • Contact

SECURE Act

SECURE Act

January 7, 2020 Posted by RLA Estate Planning Law, News and Press, Tips, Trust Administration

The SECURE Act was signed into law three weeks ago, altering the retirement planning landscape. What impact did it have on your plan?    #TuesdayTip


Zachary Kleiman, Esquire
Tags: AttorneysBusinesscharitablecontributiondeductionsestateestate planningestate taxFloridaFlorida ConstitutionimpactIndian RiverLawLawyerslegalnet investment taxplanningpoliciespolicyretirementRobin Lloyd & Associatessecure actservicestax exclusionTuesday TipsvalueVero BeachWealth Management
0
Share

You also might be interested in

Beneficiary Distributions

Mar 26, 2019

What would your beneficiaries do if they hit the lottery?[...]

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

May 29, 2018

Just because I get this small benefit from property tax[...]

Potential Estate Tax by Robin A. Lloyd, Sr.

Aug 11, 2020

Will a potential $3.5 million Estate Tax exemption affect you? [...]

Leave a Reply

Your email is safe with us.
Cancel Reply

Contact Us

We're currently offline. Send us an email and we'll get back to you, asap.

Send Message
Let Us Consult You | Call 772.234.5500

Our Firm

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.

Contact Us

  • Robin Lloyd & Associates, PA
  • 5089 Highway AIA, Vero Beach, Florida 32963
  • 772.234.5500
  • info@rlloydlaw.com

Get Social

© 2020 · Robin Lloyd & Associates. Site by Squared Studios. | Privacy Policy

Prev Next