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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

Stepped Up Basis

Stepped Up Basis

December 30, 2019 Posted by RLA Estate Planning Law, News and Press, Probate, Tips, Trust Administration

Be sure to update your estate planning to ensure that your heirs will get second stepped up basis upon the second death of you or your spouse. Under previous planning techniques we used A-B Trust. Since the introduction of portability this may not be necessary and may in fact cost your heirs estate income tax.    #TuesdayTip


Robin A. Lloyd, Sr., J.D.
Tags: articlesAttorneysbasisbeneficiariesBusinesscreditorsdeathdebtsestateestate planestate planningestate taxestate tax repealFloridaGiftsIndian RiverLawLawyerslegalnet investment taxout of statepersonal representativeportabilityprobateRobin Lloyd & Associatessecond deathspouseTaxtrustTuesday TipsupdateVero 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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