2020 Estate Tax Exemption
The estate tax exemption for 2020 is $11.58 million, an increase from $11.4 million in 2019. #TuesdayTip
#DoYouGiveARuck? March Against PTSD
Last weekend we were grateful to have a sponsor’s table at the #DoYouGiveARuck? March. Despite the weather, it was a wonderful event to support our Veteran community.
#DoYouGiveARuck? March Against PTSD
We are proud Silver Sponsors for #DoYouGiveARuck? March against PTSD. As a Veteran-owned firm, we are enthused to support a not for profit event that seeks to promote local businesses, veterans, and help those in need in the community. https://m.facebook.com/story.php?story_fbid=499854403934583&id=436414103611947
Estate Tax Exemption
Will the Estate Tax Exemption and tax rate continue until 2025? #TuesdayTip
Personal Representatives
Did you know that if you are the Personal Representative for an estate, Florida law allows you to receive a fee for your services based on the value of the estate. #TuesdayTip
Your Estate Plan at the Second Death
Does your Estate Plan provide for a stepped up basis at the second death? #TuesdayTip
Robin A. Lloyd on Impact 100
Impact 100 is one of the many sponsors we are proud to be actively involved with. Robin A. Lloyd was featured on Impact 100’s website for 2019 Impact Day.
Save Our Homes
Did you know that Save Our Homes is an amendment to the Florida Constitution that provides for a limitation on the increases in assessed value of a homestead residence. #TuesdayTip
Income Tax on Your Trust
IS YOUR TRUST GOING TO BE SUBJECT TO OUT OF STATE INCOME TAX AFTER YOU DIE ? Maybe. #TuesdayTip
Debts of an Estate
As the Personal Representative of a probated decedent’s estate, it is a good idea to wait to pay off small debts of the decedent until the creditors file a claim against the estate. #TuesdayTip