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Image with text: No Wool for the Black Sheep: Estate Planning for Clients with Estranged Family Members followed by Sensitive family issues call for empathy, tact, and a deep understanding of legal strategies that can mitigate potential conflicts and author details.
December 3, 2024

No Wool for the Black Sheep: Estate Planning for Clients with Estranged Family Members

A family of four sits on a couch, gathered around a laptop. The mother points at the screen, while the father and two children, a boy and a girl, look on with interest. They appear engaged and focused on the laptop.
November 26, 2024

What You Focus On Expands

Financial Planning magazine highlights 20 Top Fee-Only RIAs 2024, featuring Homrich Berg at #9. The image displays the magazines logo and a company logo on a blurred background of an office interior.
November 21, 2024

Homrich Berg Makes Financial Planning’s 20 Top Fee-Only RIA List Again In 2024

Image of a man against a blurred background, with text: What a Red Sweep Could Mean for Markets. The name Ross Bramwell, CFA, Principal and the logo for Homrich Berg Wealth Management are displayed.
November 19, 2024

What A Red Sweep Could Mean For Markets

A man and woman, both wearing aprons, smile while looking at a laptop in a restaurant setting. They are surrounded by tables set with glasses and flowers, indicating a vibrant dining atmosphere.
November 18, 2024

Avoiding The Government’s Hammer Before The Ball Drops; New Year’s Filing Deadlines For Business Owners You May Not Be Aware Of

A pink piggy bank wearing a black graduation cap stands upright against a white background, symbolizing education savings or financial planning for academic success.
November 18, 2024

Saving For College As A Newly Single Parent

Three people are sitting at a wooden table, engaged in discussion while looking at a laptop. The setting appears to be a modern office with large windows and natural light. There are notebooks and papers on the table.
November 12, 2024

Red, White, And Blue, And Your Green: Estate Planning In A Post-Election World

A person in a suit stands with a hand on their head, facing a grid with a graph that starts with a chaotic swirl and ends with an upward arrow, symbolizing complex or uncertain progress, on a beige background.
November 12, 2024

Are You Prepared For An Unexpected Event?

An elderly woman and a man in a suit sit at a table with a patterned tablecloth. The man points at a digital tablet, engaging with the woman who is smiling. They appear to be having a friendly conversation indoors.
October 30, 2024

What Is A Trust?

The image shows a wooden surface with white letters spelling TAX and a U.S. flag draped above. The flag displays stars and stripes in red, white, and blue.
October 29, 2024

Election 2024 – Tax Policy Outlook

A group of twelve people, dressed in business attire, stand in front of a modern office building. Palm trees flank the entrance, and the building features large windows. The setting is daytime, with greenery visible around the area.
October 28, 2024

Homrich Berg Opens Tampa Office With Experienced Family Office Advisors and Welcomes Larry Parkin to Lead Florida Market

A professional headshot of a smiling man in a suit, identified as Ross Bramwell, CFA, Principal, is centered on a light background. Above him, text reads, Market leadership is still dependent on path of rate cuts. The Homrich Berg Wealth Management logo is at the bottom.
October 14, 2024

Market Leadership Is Still Dependent On Path Of Rate Cuts

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