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

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

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

Robin Lloyd & Associates, P.A. is a proud sponsor of this event every year.  This year we sponsored the winning tree in the 2018 Festival of Trees. https://www.tcpalm.com/picture-gallery/specialty-publications/vero-beach/2018/11/29/riverside-hosts-2018-festival-trees/2148347002/#slide:2148065002

Could it be true that the 2017 Tax killed Estate Planning? By removing the concern about taxes, do people feel there is no longer any need to plan? Since Estate Taxes only effect the wealthiest one to two precent do the rest no longer need to plan? I believe if you think about it, you […]

Do you ever consider what your beneficiaries would do if they won the Lottery?  Please do not let the same thing happen when they inherit your Estate.  #TuesdayTip