• 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

Call us 772-234-5500

Find us on Map
info@rlloydlaw.com
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

The Best Time for Low Basis Transfers?

The Best Time for Low Basis Transfers?

July 7, 2020 Posted by RLA Estate Planning Law, News and Press, Probate, Tips, Trust Administration

Now might be the best time to make some low basis transfers while the market is still on the rise.  #TuesdayTip


Robin A. Lloyd, Sr., J.D.
Tags: Attorneyscurrentdistributioneconomyestateestate planestate planningestate taxFloridafutureGiftsIndian RiverLawLawyerslegallow basislow basis transfersmarketplanningreviewRobin Lloyd & AssociatestransfersTuesday TipsVero BeachWealth Management
0
Share

You also might be interested in

Retirement Account Distribution

Jun 18, 2019

Did you know that Congress may soon pass a bill[...]

Out of State Property & Estate Tax

Sep 15, 2020

Remember if you own out of state property, the State[...]

Guardianship

Jul 14, 2020

Do you have a minor child or take care of[...]

Leave a Reply

Your email is safe with us.
Cancel Reply

Contact Us

We're currently offline. Send us an email and we'll get back to you, asap.

Send Message
Let Us Consult You | Call 772.234.5500

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

Get Social

© 2021 · Robin Lloyd & Associates. Site by Squared Studios. | Privacy Policy

Prev Next