Blum's Blog

The First Five Steps to Plan a Family Meeting
Question: What percentage of families face communication challenges, or have issues they have swept under the rug, or have heirs who are not fully prepared to inherit?Answer: 100% When the

The First Step is the Hardest: Family Legacy Planning
In our last email about the Family Legacy Planning work we’re doing at The Blum Firm, we pointed out the sobering statistic that 90% of families fail. The main two causes

Do I Need To Do Family Legacy Planning?
In reading The Blum Firm’s email series about our newest initiative, it may lead you to ask yourself: Do I need to do Family Legacy Planning? The answer often follows

The Super Bowl of Estate Planning: Family Legacy Planning
We recently introduced the topic of Family Legacy Planning, an offering The Blum Firm provides as part of the estate planning process. The aim is to help families succeed. With the

What is “Family Legacy Planning?”
Last week, we announced that The Blum Firm is launching a new initiative: Family Legacy Planning. That announcement generated a lot of interest, as well as the question: Why? After 42

New Initiative Launch: Family Legacy Planning
When The Blum Firm reached our 40th anniversary three months ago, I announced the milestone by reflecting on how our estate planning law firm has grown and evolved over the
