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Rachel Lee JD

Director in Strategic Planning, Partner

Articles by Rachel

Wealth Planning

Estate Planning Opportunities: Navigating the Tax Cuts and Jobs Act Sunset

Nayan Lapsiwala

Lina Sanchez

Rachel Lee

When it comes to taxes, planning ahead is essential. With the sunsetting of the Tax Cuts and Jobs Act (TCJA) on the horizon, navigating the…More →

Wealth Planning

4 Ways to Transfer Wealth to Children

Randy Rae

Rachel Lee

Giving a child a head-start in life requires careful financial planning to achieve both your and the child’s future goals. Here are four common strategies…More →

Wealth Planning

Considerations When Valuing Estate Assets

Rachel Lee JD

Director in Strategic Planning, Partner

Your collectibles and other valuable assets could have a significant impact on your estate taxes after you pass. Learn how to carefully review and value…More →

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