estate plan Archives - Robin Lloyd & Associates, P.A.

Nov 2, 2021

If you are domiciled in Florida, it is fine to name direct relatives as Personal Representatives or Trustees in your...

Oct 19, 2021

In about two more weeks, we should be able to tell what the tax law changes will be. Reach out...

Oct 12, 2021

With a possibility of $3.5 Trillion in new government spending, it’s an attorney’s dream about the taxes that will generate...

Apr 27, 2021

Weighing the benefits of stepped-up basis, capital gains, and income versus tax implications for you and your beneficiaries is an...

Feb 1, 2021

You may be eligible for certain discounts on your Florida property taxes, if paid before March of the following year....

Dec 29, 2020

But wait! If you haven’t already done so, now is a good time to tidy up your estate plan. Be...

Dec 22, 2020

Florida does not have an inheritance tax. If you aren’t a Florida resident, yet, it may be time to become...

Dec 15, 2020

If you are 70 1/2 and have not yet used your (up-to) $100,000 direct gift to charity, this may be...

Dec 8, 2020

Tis the Season! If you are considering making a charitable gift this holiday season, you may not realize there are...

Dec 1, 2020

It is that time of the year when we start thinking about taxes. “Loss Harvesting” might be something to consider. ...