As discussed in the last two Family Legacy Planning emails, families struggle with balancing the amount to leave their kids versus the amount to leave to charity. As you settle

Last week’s Family Legacy Planning email created quite a stir when it raised the question of how much to leave to your kids versus charity. People struggle with finding the

Last week’s Family Legacy Planning email shined a light on philanthropy as glue that can hold a family together, second only to endowed family travel and retreats. When including philanthropy

In recent Family Legacy Planning posts, we referred to Mitzi Perdue, a member of both the Sheraton Hotels and Perdue Farms families, author of How to Make Your Family Business

We interrupt our regularly scheduled program on Family Legacy Planning to alert you to pending tax law developments. The US House of Representatives has revealed a series of tax increases

We are now in the Jewish High Holy Days, which always puts me in a reflective mood. Last week we observed Rosh Hashonah, the Jewish New Year, and we turn

In last week’s Family Legacy Planning email, we shined a spotlight on the concept of stewardship and Hobby Lobby founder’s legacy plan: “No one owns the tree.” Each generation is

In The Blum Firm’s Family Legacy Planning series, last week’s focus was on endowed family travel, a surprising key tip from Mitzi Perdue on how to sustain a family business.

I attended a presentation on Business Succession Planning entitled “Making Your Family Business Endure Across the Generations.” The speaker was Mitzi Perdue, author of a recent book on this topic. Mitzi lives

Even young adults need estate planning, to which you might reply, “Duh! Of course they do. We already know that.” However, most young adults have not signed estate planning documents, thinking

As COVID-19 continues to dominate much of our psyche, let’s reflect on some powerful ways the pandemic has impacted estate planning. In particular, let’s ponder the impact COVID-19 is having on

In last week’s Family Legacy Planning email, I shared how a recent speech I gave lead to improvements to The Blum Firm’s Red File Checklist. The Red File contains important information