• Our Firm
  • Areas of Practice
    • Estate Planning
    • Probate & Trust Administration
    • Private Client Services
    • Corporate & Business Administration
    • Real Estate Services
  • Attorneys & Paralegals
    • Robin A. Lloyd, Sr., J.D.
    • Emily Helmick, Esq.
    • Brenda Lloyd, CP, FRP
    • Tiffany Coleman
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Robin Lloyd & Associates, P.A.Robin Lloyd & Associates, P.A.
Robin Lloyd & Associates, P.A.Robin Lloyd & Associates, P.A.
  • Our Firm
  • Areas of Practice
    • Estate Planning
    • Probate & Trust Administration
    • Private Client Services
    • Corporate & Business Administration
    • Real Estate Services
  • Attorneys & Paralegals
    • Robin A. Lloyd, Sr., J.D.
    • Emily Helmick, Esq.
    • Brenda Lloyd, CP, FRP
    • Tiffany Coleman
  • News
  • Community
  • Contact

personal representative

Probate Assets

Mar 29, 2022

Common scenario: "No one wants Grandpa's watch, car, or golf clubs. Can't we just give them away or sell them?"...

Out of State Considerations

Nov 2, 2021

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

Taxes by Robin A. Lloyd, Sr., J.D.

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...

Help out your loved ones

Sep 14, 2021

Its not fun to think about, but preparing for your own passing is important. Your friends and family, and whomever...

Red File; Do you know what it is and do you have one?

Aug 17, 2021

Without careful planning, the time after you pass can be incredibly stressful for your loved ones. There is a lot...

What is Probate?

Feb 23, 2021

Each state has its own rules and requirements for probate proceedings. Probate is filed in the state in which you...

Qualified Charitable Distributions

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...

Out of State Property & Estate Tax

Sep 15, 2020

Remember if you own out of state property, the State Estate Tax Exemption in that state does not always equal...

Getting Through This Time Together

Mar 30, 2020

Fortunately we have experienced challenging times before this one. The twin storms of 2004 were a prime example. We were...

Stepped Up Basis

Dec 30, 2019

Be sure to update your estate planning to ensure that your heirs will get second stepped up basis upon the...

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Our Firm

Robin Lloyd & Associates, P.A. is an established firm handling the legal needs of Vero Beach since July of 1990. Robin A. Lloyd, Sr., a Vietnam War veteran, founded the Firm after practicing as a Partner in the Vero Beach office of a 55-laywer firm headquartered in West Palm Beach since 1974. The Firm represents many Clients, including high wealth individuals, and focuses on several different areas of law including, but not limited to: Estate Planning, Probate, Guardianship, Trust Administration, Real Estate, all areas of Taxation, and Business Law.

Contact Us

  • Robin Lloyd & Associates, PA
  • 5089 Highway AIA, Vero Beach, Florida 32963
  • 772.234.5500
  • info@rlloydlaw.com

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