In re: the Estate of
Determining where and how your assets (and debts) pass at death can be a complicated process. Under Florida law, if...
Weighing Your Options
Weighing the benefits of stepped-up basis, capital gains, and income versus tax implications for you and your beneficiaries is an...
Fund your Trust
Estate planning can be simple or complex, depending on the objective you are trying to accomplish. There are many ways...
Tax Deadlines Extended
ICYMI, The federal income tax filing due date for individuals for the 2020 tax year has been automatically extended from...
Duties of a Personal Representative
Many clients come to us asking “What are the duties of the Personal Representative?” The job of the PR is...
The Big Impact of Low Interest Rates
Interest rates are at historical lows. These small numbers can have a big impact on your estate planning, financial, and...
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 Tax Rates
When planning your Estate and your transfer of assets, be sure to check estate tax rates versus income tax rates....