The Inheritance Dilemma: How To Leave Wealth Without Leaving Ruin
Having practiced estate planning law for nearly two decades, I have come to strongly believe…
Abbey Flaum
Living Your Best Happily Ever After: Five Key Steps to a Fresh Start After Divorce
Divorce marks the end of one chapter, and the beginning of another. Whether the decision…
No Wool for the Black Sheep: Estate Planning for Clients with Estranged Family Members
Abbey Flaum, J.D., LL.M., is principal and family wealth strategist at Homrich Berg. Abbey applies…
Red, White, And Blue, And Your Green: Estate Planning In A Post-Election World
We survived the election, and while we celebrate the lack of political texts, mailings, commercials,…
What Is A Trust?
Have you ever gone so far down the road of a discussion with someone that…
A “Bird” In Hand For Beneficiaries; Georgia’s New Transfer-On-Death Deed
President Lyndon B. Johnson (“LBJ”) was said to have left his home to his wife,…
GST Tax: What Every Grandparent Needs To Know Before Making Gifts
As we approach the scheduled sunset of certain tax laws on December 31, 2025, estate…
The Estate And Gift Tax Laws; Today, Tomorrow, And After November
The estate tax has existed since 1916, though its rules have changed over the years….
Create A Legacy Package
Download this infographic. Click here to learn more about creating your legacy package: https://hbwealth.com/avoid-leaving-behind-the-proverbial-mess-information-to-assemble-for-your-loved-ones-now-for-after-youre-gone/
Life’s Third Certainty: Change, And How Powers Of Appointment May Help An Estate Plan To Accommodate For It
They say that the two certainties in life are death and taxes, but change must…
Review Your Estate Plan Now…Not Later
It is important to review your estate plan now rather than waiting for the next…
The above is not a recommendation to purchase or sell a particular security and is not legal, investment or tax advice. Results are not guaranteed. All investing involves risk.
Past performance is not a guarantee of future results for any investment. Private alternative investments are not for every client. An individual must be qualified to invest in a private investment based on their net worth and/or other criteria, and they may qualify to invest in some alternative investments while not being allowed to invest in other alternative investments. Alternative investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments. Risks associated with investments in private alternatives include the illiquid nature of such investments, risks associated with leveraged investments, manager-specific risks, sector-specific risks, and in certain cases geographical risk, as well as the risk of loss of principal.
Life Changes. So Did The Law: What the One Big Beautiful Bill Act Means for Your Estate Plan
Ever since the passage of the “Tax Cuts and Jobs Act” (TCJA) in 2017, taxpayers,…
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