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,…
Estate
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…
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…
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,…
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…
Estate Planning; A New Year’s Reminder Of Where We Are, Where We Are Going, And What To Consider
It seems like it was just yesterday that the 2017 Tax Cuts and Jobs Act…
Preserving Family Harmony in Shared Vacation Home Ownership
For high-net-worth families, a vacation home is more than a property; it’s a legacy. Here’s…
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