At The Blum Firm, we spend a lot of time talking about family, legacy, and the people who matter most. But this month, we want to recognize another important part

In last week’s post, I revealed how my recent TIGER 21 annual PD (“Portfolio Defense”) enlightened me, affirming my decision to help out our kids in their early career years.

For 15 years, I’ve been a member of TIGER 21, a peer-to-peer learning organization with 1800+ worldwide members. I joined TIGER 21 to improve my investing skills, but it quickly

When my kids were little, they asked what I do for work. Upon responding “I’m an estate planning attorney,” the follow up question came: “What’s that?” My answer: “I help

When I was a new lawyer, I was recruited to teach an estate planning class for a “Money, Money, Money” workshop sponsored by Fort Worth National Bank (now JPMorgan). I

We gain a lot of insight from song lyrics. A message currently resonating with me comes from “The Gambler.” I can hear Kenny Rogers in my head right now: “You’ve

Last week’s post shined a spotlight on one of my heroes, Rabbi Benjamin Goldschmidt of New York’s Alt Neu Synagogue. I wrote of the importance of learning from failure and

When Laurie and I visit our daughter Lizzy and her family in New York, one of the highlights is Rabbi Benjamin Goldschmidt’s sermon at Shabbat services. Rabbi Goldschmidt is an

Many of you have binge-watched the Paramount+ series Landman. A large number of you devotees keep urging me to watch it, especially given the heavy nexus of the series with

I receive a lot of meaningful feedback each week from readers of Blum’s Blog. One post that generated outsized reactions was “How’s Your Relationship with Money? I’m Working on Mine.”

Perhaps you’ve seen the recent trend on social media where people ask AI to create a caricature of them revealing their interests, hobbies, jobs, family, and more. That trend sparked

One of the hottest issues I face in preparing wills is the debate of whether to leave assets equally to your kids when circumstances suggest that an unequal division may