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R. Miles Lee, III
Associate
mlee@mcbrayerfirm.com
502.327.5400
Estate planning is inherently emotional, as it involves uncomfortable and difficult conversations. Thankfully, Miles Lee is prepared to guide his clients through the process. His …
Showing 1 post by R. Miles Lee, III.
Review Your One Big Beautiful Estate Plan: Estate and Tax Changes under the OBBBA
Posted In One Big Beautiful Bill Act
On July 4, 2025, President Trump signed into law the One Big Beautiful Bill Act (OBBBA), a sweeping tax reform package that reshapes the financial landscape for high-net-worth families. From estate tax exemptions to new savings vehicles for children, the Act presents both opportunities and strategic considerations for those looking to preserve and grow their wealth across generations. More >
