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...
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...
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...
Out of State Property & Estate Tax
Remember if you own out of state property, the State Estate Tax Exemption in that state does not always equal...
Checking Your Portfolio
As we approach the end of the year, you should check the gains in your portfolio to loss harvest if...
Advantageous Exemptions
Have you taken advantage of the current estate and gift tax exemptions? Zachary Kleiman, Esq
Potential Estate Tax Change
Will a $3.5 million potential Estate Tax Exemption affect you? If so, updated planning may be required. Robin A....