When building a legacy, whether it’s a family legacy or a business legacy, it’s important to pause each year and look backwards and forwards. We look backwards to learn from the

For the first few decades of my career as an estate planning lawyer, I never heard the term “Family Office.” Over the last several years, the concept has gained traction. I first

I often describe my journey as an estate planning lawyer as traveling from a place that was all “head” to a “head and heart” destination. I went to law school 50

Last week was my 300th post. The reaction to that milestone has been so affirming. Many of you requested that I sort the first 300 by topic and compile them into a

Wow, today marks my 300th blog post! For 300 weeks, an email from me has arrived in your inbox every Tuesday morning at 10:00 a.m. CT. First and foremost, I

I often write about the giver’s role in passing down a legacy. I encourage parents and grandparents to hold family meetings, share their stories, communicate their wishes, and prepare their

One of the hottest issues that parents debate is whether to leave the estate equally to their kids when unequal may actually be more fair. I have addressed this dilemma numerous

This is a blog about Legacy Planning. When it comes to building a legacy, Dolly Parton’s life is a masterclass. She overcame obstacles and lived life as a role model for love,

Today I have the extraordinary opportunity to recognize Becky Samons, who tomorrow celebrates 30 years at The Blum Firm. In doing so, I want to reflect on the rare occurrence of

No matter how many estates I’ve administered, it’s different when it’s your own family. As I power through my mom’s estate, I’m learning lessons to share with you. Here are

As I weather through the chapter in life of losing my mom Elsie, I am learning a lot about grief. When you experience a loss, grief is unavoidable. It’s a normal part

A prenuptial agreement is not about planning for a marriage to fail. It is about entering the marriage with clarity and a plan for the future. Last week, I discussed