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

I recently had the privilege of speaking at a Lion Street Trusted Advisors Conference in Las Vegas. My topic was the “Red File,” a roadmap of information for your family and agents

This week in our Family Legacy Planning Series, I want to discuss my journey into the “soft” side of estate planning. Like most estate planning advisors, I began my career

In last week’s email in our Family Legacy Planning series, we focused on how to set up a family governance system. The core document that outlines the family governance structure

With the Fourth of July celebration just behind us, it’s a good time to reflect on governance, in this case—Family Governance. In our last email, we covered WHY it’s important to adopt

In our last Family Legacy Planning email, we introduced the topic of a Family Governance System. In learning from the best practices of successful multigenerational families, we found they adopt

In our Family Legacy Planning series, we are shifting gears this week to cover a matter of urgent importance. With new tax proposals pending in Congress, the tax landscape may soon

Throughout 2021, The Blum Firm has been sending weekly emails about our latest initiative, Family Legacy Planning. We’ve discussed the compelling statistic that 90% of families fall victim to “shirtsleeves

In last week’s Family Legacy Planning email, the focus was on creating an in-house family education program to train your heirs. All too often, an inheritance lands in unprepared hands.