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

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 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

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

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

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

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

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

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

As part of our Family Legacy Planning series, we have stressed the importance of preserving family heritage. Statistics show that children who know more about their ancestors grow up with a

Each year, The Blum Firm prepares an annual newsletter covering current topics in the estate planning, probate, and tax world. Our “Hot Topics for 2022” newsletter is now hitting mailboxes,

I have a confession to make. In last week’s Family Legacy Planning email, I identified “business succession planning” as the most neglected area of estate planning. I grew up in