Due to inclement weather the Lee Law Office seminar originally scheduled for tonight has been rescheduled for Thursday, March 19th at 6:30pm. The location will be the same- Hampton Inn Southwest Hull Street. We hope to see you there! Hampon Inn- Southwest Hull Street 3620 Price Club Blvd, Midlothian, VA 23112 … [Read more...] about Inclement Weather & NEW Seminar Date

This week our very own Attorney Melanie Lee was featured on CBS 6 here in Richmond discussing the importance of having a Living Will. Stephanie Rochon, reporter with CBS 6, visited our office to discuss the need for families to plan ahead for both death and disability occurences. Rochon learned from Attorney Lee that not many Americans have documented their wishes for their families. Click below to see the interview! http://wtvr.com/2014/02/17/living-will-chesterfield/ … [Read more...] about Attorney Melanie Lee on CBS 6

In case you haven’t heard, the New Year brought a new law recently signed by the President. To avoid the country from falling off the “fiscal cliff,” the “American Taxpayer Relief Act” was approved on New Year’s Day. The approval and signing of this new law may affect the future of your estate plan and your estate taxes. Regarding federal estate taxes, this new law makes almost all of the previous tax provisions, commonly known as ”TRA 2010,” permanent, with the exception of the tax rate. This … [Read more...] about We Dodged the Fiscal Cliff – How the New Tax Bill Affects You

There are only a few days left before the clock strikes midnight on December 31st and the tax law changes. Or will it? As of this writing, the law to which it will change will be the pre-EGTRRA/TRA law. In other words, currently in 2012, individuals with estates under $5.12 million are not subject to federal gift or estate tax. However, if this law expires, estates larger than $1 million will become taxable at the beginning of 2013 and we will back to a $1 million applicable exclusion per … [Read more...] about The Estate Tax Ball is About to Drop!

Fall Summit at the Catamaran … [Read more...] about Fall Summit

Our mission is to arm consumers and professional advisors in our community with the information needed to make informed decisions about their family's and client’s future. With that purpose, we are pleased to announce the rollout of our new and improved Estate Planning website! The website was created to serve as a resource center for families when planning their estate strategies. Visitors will find useful information regarding probate, business planning, asset protection, incapacity planning, … [Read more...] about Our New Website is Live!

In 2001, Congress passed a law that made big changes to the estate tax. It raised the amount that could pass without tax, increasing it in steps from $675,000 in 2001, to $3.5 million in 2009. Then, in 2010, the estate tax was repealed for one year only-2010. The same law also said that the estate tax would return in 2011, with estates over $1 million being taxed as high as 55%. However, on December 17, 2010, Congress revised the estate tax with yet another new law: the Tax Relief, … [Read more...] about How the New Estate Tax Exclusion Affects Your Estate Plan