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.

In The Blum Firm’s research on Family Legacy Planning, we discovered (not surprisingly) that one of the greatest causes of family failure is unprepared heirs. To combat that problem, you have

In last week’s Family Legacy Planning email, we stressed the “last chance” opportunity to take advantage of the $11.7 million estate and gift tax exemption before it reduces by half

When The Blum Firm embarked on this Family Legacy Planning series several months ago, we described this new dimension of our practice as bringing both “head” and “heart” to the estate planning

As part of our Family Legacy Planning series, this is the third email devoted to a topic that is stirring up lots of hearts—writing a “legacy letter” or “ethical will”

In last week’s Family Legacy Planning email, we encouraged everyone to write a “love letter” (also known as a “legacy letter” or “ethical will”) to future generations. I use the

As part of The Blum Firm’s Family Legacy Planning series, we are focusing on the gift to your family of not just your valuables, but also your values. One of the

In last week’s email in our Family Legacy Planning series, we introduced the topic of a Family Mission Statement, setting out a family’s guiding principles. Although all families are diverse,

In our series on Family Legacy Planning, The Blum Firm has been sharing ideas to discuss at family meetings. We recommend starting with visionary topics dealing with a family’s history,

It happens in every family—a family member “goes off” about something at a family meeting. Do not feel bad about it or feel your family is unique. This is part of

In recent emails in our Family Legacy Planning series, we stressed the importance of ending each family meeting by setting the agenda for the next family meeting. We recommended that the