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Will a $3.5 million potential Estate Tax Exemption affect you? If so, updated planning may be required.   Robin A. Lloyd, Sr.

Will a potential $3.5 million Estate Tax exemption affect you?  If so,  updated planning maybe required.

Will a potential $3.5 million Estate Tax exemption affect you? If so, additional planning maybe required.   Robin A. Lloyd, Sr.

Fortunately we have experienced challenging times before this one. The twin storms of 2004 were a prime example. We were evacuated from our office for four months. Through necessity, we worked remotely. Our ability to complete our tasks for our clients was amazing. Many of our clients are asking what we are doing during the […]

Did you know that the state in which your Trustee resides may impact the taxation of your Trust? To learn more about this, check out Attorney Robin Lloyd’s new article in the upcoming edition of Portfolio magazine.  #TuesdayTip  

Did you know that certain contracts, such as a sale of an interest in land, must be in writing and signed by the parties in order to be a valid contract, otherwise they are not enforceable. #TuesdayTip  

Did you know that transferring your primary residence into your revocable trust will not affect your homestead exemption? #TuesdayTip  

Did you know that the domicile of your Trust will determine if you pay state income tax? You might want to review your Trust to make sure it is correct.  #TuesdayTip Robin A. Lloyd, Sr., J.D.

Did you know that to serve as your Personal Representative in Florida, the individual must either be a resident of Florida, or regardless of residence, a spouse, sibling, parent, child or other close relative. #TuesdayTip

Did you know that, in most cases, due to the unlimited marital deduction, you can give or bequest to your spouse an unlimited amount free of any federal estate or gift tax issue. #TuesdayTip