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Image with text: WHAT IS INCLUDED IN YOUR ESTATE? A photo of a smiling woman. Below, it reads: Abbey Flaum, J.D., LL.M. Managing Director - Family Wealth Strategist. Logos for LB and Homrich Berg Wealth Management appear at the bottom.

May 5, 2023

What Is Included In Your Estate?

A promotional image for a video titled Current Estate Tax Laws Explained in 3 Minutes featuring Abbey Flaum, J.D., L.L.M., Managing Director and Family Wealth Strategist at Homrich Berg Wealth Management.

April 17, 2023

Current Estate Tax Laws Explained in 3 Minutes

A hand drawing a flowchart with the word TAXES in the center. Arrows point to various related terms: income, payroll, property, sales, capital gains, dividends, imports, and gifts. A small store, money, and graphs are illustrated.

April 11, 2023

Gifting Basics: What Counts As A Gift And Gift Tax Reporting

Flowchart depicting a financial estate plan showing $17,000 gifts to a husband and wife, leading to benefits for their three children. The plan involves removing $306,000 annually from the taxable estate through special trusts.

March 27, 2023

Current State Of The Estate And Gift Tax Laws

A person in a blue shirt creates a protective gesture with their hands above a cut-out silhouette of a family with two adults and two children on a wooden table.

December 6, 2022

It’s All Relative; Family Matters in Business Succession

A pen rests on an official document titled Last Will and Testament, with a focus on Article I regarding funeral expenses and debt payment, placed on a dark surface.

July 27, 2021

Estate Planning Checklist: 3 Key Steps to Making A Successful Plan

A person in a suit holds a document, while another with a pen reviews it. A wooden gavel rests on the table, suggesting a legal or formal setting on a wooden desk.

November 16, 2020

Estate Planning Opportunities in 2020

A close-up image of a calculator, a pair of glasses, and a pen placed on a paper with printed numbers. The focus is on the workspace essentials, suggesting financial or mathematical work in progress.

December 3, 2019

Common Estate Planning Mistakes We See At HB

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