Archive

Did you know that Congress may soon pass a bill that will change the age at which you must start taking required minimum distributions from your retirement account? #TuesdayTip

The average cost of home healthcare for a retiree to spend on healthcare is approximately $285,000.00. This of course can change depending on your healthcare needs. Something to thing about when planning your estate! #TuesdayTip

Did you know in Florida, even if a homestead property is titled in only one spouse’s name, that spouse cannot sell the property without the other spouse signing the deed? #TuesdayTip

For a Last Will and Testament to be properly executed in Florida, it must be signed in the presence of two witnesses, and the witnesses must sign in the presence of each other and a notary. Please check to make sure your documents have been executed correctly. #TuesdayTip

By filing Probate it shortens the creditors period and makes it a lot easier on the Personal Representative.

It is important to have and regularly update a Durable Power of Attorney so that a trusted friend or relative will be able to handle your financial affairs in case of your disability or incapacity. #TuesdayTip

What would your beneficiaries do if they hit the lottery? This is something to consider when you are planning your Estate distributions. #TuesdayTip

The staff of Robin Lloyd & Associates would like to wish everyone a very Merry Christmas! Enjoy this time with your loved ones.

The holiday season is a great time to discuss and review the intentions of your Estate Plans with your family. You may need to update your plans after review with your family. #TuesdayTip Zachary Kleiman, Esquire

Deductible Gifts for 2018 must be postmarked by December 31, 2018. You may want to consider a Donor Advised Fund! #TuesdayTip