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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

Tax Savings

Tax Savings

October 27, 2020 Posted by RLA Community Involvement, Estate Planning Law, News and Press, Probate, Real Estate Law, Tips, Trust Administration

Recently we have been hearing a lot about the tax savings from “Loss Harvesting”.  Since the end of the year is approaching, you may want to inquire about this.  Talk to your investment advisor.

 

Robin A. Lloyd, Sr., Esq.

Tags: articlesAttorneysbeneficiariesestateestate planestate planningestate taxestate tax repealFloridaGiftsIndian RiverLawLawyersnet investment taxprobaterevocable trustRobin Lloyd & AssociatesTaxtax lawtax ratestax reformtrustTuesday TipsVero BeachWealth Management
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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.

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  • Robin Lloyd & Associates, PA
  • 5089 Highway AIA, Vero Beach, Florida 32963
  • 772.234.5500
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