Do I need a Trust?
There are a number of ways a trust can be a useful vehicle to transfer assets upon your death. Trusts...
There are a number of ways a trust can be a useful vehicle to transfer assets upon your death. Trusts...
Many clients come to us asking “What are the duties of the Personal Representative?” The job of the PR is...
If you are taking advantage of the benefits of becoming a Florida resident, be sure to protect your investment. Your...
If you are 70 1/2 and have not yet used your (up-to) $100,000 direct gift to charity, this may be...
Tis the Season! If you are considering making a charitable gift this holiday season, you may not realize there are...
Robin Lloyd & Associates, P.A. has proudly sponsored the Festival of Trees at Riverside Children’s Theater for the last several...
It is that time of the year when we start thinking about taxes. “Loss Harvesting” might be something to consider. ...
When planning your Estate and your transfer of assets, be sure to check estate tax rates versus income tax rates....
“Are you a Florida Resident? If you are and your residence is not homesteaded, now is the time to work...
Did you know, as of 2020 there is no age limit as to how long you can contribute to an...
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