Planning to Give Back
One pillar of estate planning is charitable giving. There are many ways to include charitable giving as part of your...
Estate Tax
The estate tax lifetime exemption is currently set at $11,580,000. Under the incoming Administration, we’re prepared to see the exemption...
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 and Tax Rates
Which will be higher next year-Estate Tax Rates or Income Tax? You may need to watch your Trusts. ...
Checking Your Portfolio
As we approach the end of the year, you should check the gains in your portfolio to loss harvest if...
Updating Your Estate Planning Documents: Fiduciary Trust International
In light of current events with COVID-19, Fiduciary Trust International published an article on the importance of maintaining your estate...
Getting Through This Time Together
Fortunately we have experienced challenging times before this one. The twin storms of 2004 were a prime example. We were...