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...
Duties of a Personal Representative
Many clients come to us asking “What are the duties of the Personal Representative?” The job of the PR is...
Protect your Investment
If you are taking advantage of the benefits of becoming a Florida resident, be sure to protect your investment. Your...
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. ...
Estate Tax Rates
When planning your Estate and your transfer of assets, be sure to check estate tax rates versus income tax rates....
Florida Residents
“Are you a Florida Resident? If you are and your residence is not homesteaded, now is the time to work...
IRA Contribution
Did you know, as of 2020 there is no age limit as to how long you can contribute to an...