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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

Weighing Your Options

Weighing Your Options

April 27, 2021 Posted by RLA Estate Planning Law, Probate, Tips

Weighing the benefits of stepped-up basis, capital gains, and income versus tax implications for you and your beneficiaries is an important consideration when determining how to devise your estate to your heirs.

 

– Emily Helmick, Esq.

Tags: Attorneysbeneficiariesestate planestate taxFloridaIndian Riverindian river countyplanningprobateRobin 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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