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A blog graphic titled Living Your Best Happily Ever After: Five Key Steps to a Fresh Start After Divorce lists tips and includes a photo of a smiling woman with straight brown hair, wearing a sleeveless dress.
April 23, 2025

Living Your Best Happily Ever After: Five Key Steps to a Fresh Start After Divorce

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 woman in a red suit with dark hair smiles in front of a blurred background of a building and garden. The text reads Lady Bird Johnson and Official portrait, 1967.
October 10, 2024

A “Bird” In Hand For Beneficiaries; Georgia’s New Transfer-On-Death Deed

Older couple smiling and sitting with a baby on the sofa. The baby is playing with a stuffed toy. All appear joyful and engaged.
September 25, 2024

GST Tax: What Every Grandparent Needs To Know Before Making Gifts

A wooden gavel rests beside a set of house keys with a house-shaped keychain. In the background, there is a small model of a house with a red roof, symbolizing real estate or property law.
September 12, 2024

The Estate And Gift Tax Laws; Today, Tomorrow, And After November

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.
June 24, 2024

Create A Legacy Package

Three people sit around a wooden table, engaged in discussion, looking at a laptop. Two women with curly hair are on either side of a man with glasses and a beard. The setting is a modern office with large windows.
May 15, 2024

Life’s Third Certainty: Change, And How Powers Of Appointment May Help An Estate Plan To Accommodate For It

Promotional image with the text Review Your Estate Plan Now...Not Later. Features a portrait of a woman, Abbey Flaum, J.D., L.L.M., with her titles. The Homrich Berg Wealth Management logo is at the bottom. Background shows a modern office interior.
February 27, 2024

Review Your Estate Plan Now…Not Later

Close-up of assorted financial and legal terms printed in blue and orange text. The words ESTATE PLANNING are prominently featured in bold blue letters in the center.
January 23, 2024

Estate Planning; A New Year’s Reminder Of Where We Are, Where We Are Going, And What To Consider

Slide with the title BASIS - WHAT IS IT AND WHY DOES IT MATTER? featuring a professional headshot of a person. Below is the name Abbey Flaum, J.D., LL.M., with the title Principal & Family Wealth Strategist. Homrich Berg Wealth Management logo included.
January 16, 2024

“Basis” – What Is It And Why Does It Matter?

Gather Key Info and Save on family heartache
December 1, 2023

Save Family Heartache Later By Gathering Key Info Now!

A gavel rests on a red document labeled Probate with a crown symbol. Next to it, a folder titled Last Will and Testament is partially visible.
November 27, 2023

Avoid Getting Lost After The Loss Of A Loved One: A Roadmap To Navigating Probate

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Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

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About Us Expand

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  • HB Family Office

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Resources Expand

  • How To Select An Advisor
  • Insights and News
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About Us
  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations
Meet the Team
  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR
Our Services
  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office
Client Experience
  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories
Resources
  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

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