Tax Time Tip
The trustees for a Qualified Revocable Trust and an executor of the related estate can file a single tax return...
What is Probate?
Each state has its own rules and requirements for probate proceedings. Probate is filed in the state in which you...
The Big Impact of Low Interest Rates
Interest rates are at historical lows. These small numbers can have a big impact on your estate planning, financial, and...
Happy New Year!
With many possible impending changes on the horizon, don't forget to keep an eye out for changes that may impact...
Goodbye 2020, Hello 2021
But wait! If you haven’t already done so, now is a good time to tidy up your estate plan. Be...
Season’s Greetings!
Florida does not have an inheritance tax. If you aren’t a Florida resident, yet, it may be time to become...
Qualified Charitable Distributions
If you are 70 1/2 and have not yet used your (up-to) $100,000 direct gift to charity, this may be...
Charitable Gift
Tis the Season! If you are considering making a charitable gift this holiday season, you may not realize there are...
Riverside Children’s Theater
Robin Lloyd & Associates, P.A. has proudly sponsored the Festival of Trees at Riverside Children's Theater for the last several...
Loss Harvesting
It is that time of the year when we start thinking about taxes. "Loss Harvesting" might be something to consider. ...