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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

‘Tis the Season of Giving

‘Tis the Season of Giving

November 23, 2021 Posted by RLA Estate Planning Law, Tips

The season of giving and gifting is here. If you are considering charitable donations, consider that there are many ways to gift. Do you want to have control over the use of the funds? Do you have a specific end goal in mind? Whether you contribute to a donor advised fund, a private foundation, or a 501(c)(3) or other charitable organization will make a difference. As for tax consequences, not all gifts are created equal. Charitable giving is an important piece of your estate planning. Your attorney can assist you with achieving your goals while avoiding common mistakes and pitfalls.

– Emily A. Helmick, Esq.

Tags: AttorneysCharityCommunity Involvementestate planningGiftsRobin Lloyd & Associatestax lawTuesday 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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  • 5089 Highway AIA, Vero Beach, Florida 32963
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