Tax Law Changes by Robin A. Lloyd, Sr., J.D.
In about two more weeks, we should be able to tell what the tax law changes will be. Reach out...
Taxes by Robin A. Lloyd, Sr., J.D.
With a possibility of $3.5 Trillion in new government spending, it's an attorney's dream about the taxes that will generate...
End of Year Planning
Its that time again. Time to get your affairs in order for the end of year. Make sure your estate...
Help out your loved ones
Its not fun to think about, but preparing for your own passing is important. Your friends and family, and whomever...
Newly Enacted Florida Trust Laws
Selecting a Trustee for your Trust is an important consideration. Trustees are fiduciaries and as such are required to adhere...
Red File; Do you know what it is and do you have one?
Without careful planning, the time after you pass can be incredibly stressful for your loved ones. There is a lot...
Yay or Nay to IRA?
IRAs (individual retirement accounts) are a popular wealth management and estate planning tool. Both traditional and Roth IRAs do have...
In re: the Estate of
Determining where and how your assets (and debts) pass at death can be a complicated process. Under Florida law, if...
Planning to Give Back
One pillar of estate planning is charitable giving. There are many ways to include charitable giving as part of your...
How would you like to take title?
Its a common question. Without a simple answer. How your assets are titled can make a drastic difference in how...