Blum's Blog

It’s All About Relationships: My Best Friend, Talmage Boston
A few weeks ago, I dedicated a post to the first prong of the Blum Family Mission Statement: “It’s All About Relationships.” I dedicated the post to my fellow Canoe

Family Friction? Be Thankful for the Variety of Spices
Last week’s post focused on the polarization in government and the impact on tax law. Each side stakes out its position and tries to force its views on the other

Tax Planning in the Age of Dysfunctional Government
I have a great love for teaching. It brings me joy to share my knowledge of estate planning and help families achieve multi-generational success. One such opportunity was last week,

A Favorite Annual Experience in Our Family
In last week’s Family Legacy Planning post, I shared that the first prong in the Blum Family Mission Statement is Relationships. It takes work to build solid relationships. They don’t come

It’s All About Relationships—Meet the Canoe Brothers
Early on in this Family Legacy Planning series, I stressed the importance of each family creating a Family Mission Statement. The process involves (1) discovering the values that family members

I Do, Round Two: Second Marriage Estate Planning
I was honored to speak recently to the Midland-Odessa Business and Estate Council. I selected a subject that has become a significant part of our estate planning practice—second marriage estate

Declaration of INTER-dependence
Last week’s email told the story of how my support group (especially my brother Irwin) came to my rescue when the 2000 tornado destroyed The Blum Firm law office. I

When Life Throws You a Tornado
The most recent topic in our Family Legacy Planning series is the importance of resilience. Specifically, I wrote last week of how Laurie and I overcame the heartbreak of a giving

The Greatest Test of Resilience in My Life (and How Zaidy Got Me Through It)
Over the last several weeks of our Family Legacy Planning series, we’ve highlighted the importance of preserving ancestors’ stories of resilience. Heirs draw strength knowing they descend from survivors who

Bringing Lessons of the Holocaust into 2022
The last several emails in our Family Legacy Planning series have revealed the atrocities suffered by my family in the Holocaust. My Zaidy’s eye was poked out in a Russian

What Stella’s Birth Means (“We Beat Hitler” – Part 2)
Last week’s Family Legacy Planning post continued exploring the importance of preserving and passing down a family heritage. The focus was on the significance of the birth of my oldest

What Stella Means to Our Family Heritage (“We Beat Hitler” – Part 1)
I am overwhelmed by the outpouring of support I received from last week’s Family Legacy Planning email “I Am Ukrainian.” I told the story of my “Zaidy” Eliezer Weinstock who lost an
