Beneficiary Designations
Are all of your beneficiary designations up to date on assets such as a life insurance policies, 401(k) accounts, and...
Location of Your Estate Planning Documents and Information
With the holiday season here, now is a great time to tell your family where all of your estate planning...
2020 Estate Tax Exemption
The estate tax exemption for 2020 is $11.58 million, an increase from $11.4 million in 2019. #TuesdayTip Zachary Kleiman, Esquire
#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...
#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...
Estate Tax Exemption
Will the Estate Tax Exemption and tax rate continue until 2025? #TuesdayTip Robin A. Lloyd, Sr., J.D.
Personal Representatives
Did you know that if you are the Personal Representative for an estate, Florida law allows you to receive a...
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, Sr.,...
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...
Save Our Homes
Did you know that Save Our Homes is an amendment to the Florida Constitution that provides for a limitation on...