To that end, we have become keen listeners, and ensure that our time with you will always be unhurried. We will spend as much time with you as is necessary to understand your needs and to answer all of your questions. We also believe it is very important for you to understand what we believe is the right path and the reasoning behind it, and will spend whatever time is needed for us to be on the same page.
Consultations are included in fixed-fee prices we typically charge for our work. Thus, if we can't help you, you won't get a bill for any time we may have spent getting to know you and your needs.
Further, we readily accept (and don't typically bill for...) phone calls from clients to answer any questions that come up between visits to our office.
Mr. Lewis has been practicing law for more than 17 years, enjoying every minute!
His job satisfaction comes from having spent time with clients to get to know who they are, and how he can help. Once a plan is developed, he acts accordingly, and provides results to the client.
Each client is different, so Mr. Lewis focuses his efforts on being a keen listener, gently asking questions and listening to responses, until he knows enough to proceed.
Having continuously developed his analytical skills and creativity over many years, Mr. Lewis is well-equipped to devise and implement strategies for many types of complex situations.
As a result of the American Taxpayer Relief Act of 2012 which was signed into law by President Obama on January 2, 2013, the gift and estate tax rates on transfers were changed.
The Estate and Gift tax exclusion amount is now permanently set as $5million, and that amount is adjusted each year according to inflation. For 2013, the exclusion amount is $5,250,000.
The highest Estate tax rate is now 40%, adjusted upwards from 35%, and that highest rate is effective for transfers exceeding the exclusion amount by more than $1million.
As we develop your plan, we will seek to minimize the amount of tax your estate transfers will incur.