Create A Legacy Package

June 24, 2024
Infographic titled Create A Legacy Package with six steps: 1. A Piece of Paper, 2. Personal Data, 3. Advisors, 4. Envelope, 5. Financial Statements, 6. Miscellaneous. Ends with a prompt to click for more information.

Download this infographic.

Click here to learn more about creating your legacy package: https://homrichberg.com/avoid-leaving-behind-the-proverbial-mess-information-to-assemble-for-your-loved-ones-now-for-after-youre-gone/

Abbey Flaum

Abbey Flaum, J.D., LL.M.

Principal & Family Wealth Strategist

Abbey joined Homrich Berg after 16 years of law practice devoted to estate, gift and charitable planning, probate, trust and estate administration, pre/post-marital planning and business succession planning. As a Principal in the HB Family Office Division, Managing Director - Family Wealth Strategist for Homrich Berg, Abbey serves as our Family Wealth Strategist applying the company's holistic approach to each client's planning, and she provides clients with ongoing, personalized guidance on tax-efficient wealth, business and estate planning strategies.

Read Full Bio