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Rachel Lee JD

Fathom Author

Articles by Rachel

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

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 →

Wealth Planning

The 2020 Election and Estate Planning

Clay R. Stevens

Rachel Lee

A change in the presidential administration may result in higher taxes for estates, property transferred at death and capital gains. Learn why it’s important to…More →

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