Robin Lloyd & Associates, P.A. proudly supports Impact 100 year after year.
It is important to have and regularly update a Durable Power of Attorney so that a trusted friend or relative will be able to handle your financial affairs in case of your disability or incapacity. #TuesdayTip
An individual can gift up to $15,000 per recipient this year without triggering a taxable event. For a couple that is married, the exclusion goes up to $30,000 per recipient for this year. Dont forget to check with your tax professional for the Gift Tax Return. #TuesdayTip
What would your beneficiaries do if they hit the lottery? This is something to consider when you are planning your Estate distributions. #TuesdayTip
The staff of Robin Lloyd & Associates would like to wish everyone a very Merry Christmas! Enjoy this time with your loved ones.
The holiday season is a great time to discuss and review the intentions of your Estate Plans with your family. You may need to update your plans after review with your family. #TuesdayTip Zachary Kleiman, Esquire
Deductible Gifts for 2018 must be postmarked by December 31, 2018. You may want to consider a Donor Advised Fund! #TuesdayTip
Robin Lloyd & Associates, P.A. is a proud sponsor of this event every year. This year we sponsored the winning tree in the 2018 Festival of Trees. https://www.tcpalm.com/picture-gallery/specialty-publications/vero-beach/2018/11/29/riverside-hosts-2018-festival-trees/2148347002/#slide:2148065002
Could it be true that the 2017 Tax killed Estate Planning? By removing the concern about taxes, do people feel there is no longer any need to plan? Since Estate Taxes only effect the wealthiest one to two precent do the rest no longer need to plan? I believe if you think about it, you […]
Do you ever consider what your beneficiaries would do if they won the Lottery? Please do not let the same thing happen when they inherit your Estate. #TuesdayTip