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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

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
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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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