I’ve written before of life lessons I learned from my dad, Julius Blum. A man of simple yet strong words, he taught more by example then by narrative. In a

By popular request, we are repeating the blog post from November 23, 2021. Wishing all of you a meaningful and joyful Thanksgiving. Here’s a suggestion for the conversation at your

Do you, your family, or your business have a set of core values? What are they? And, more importantly, what do those values truly mean? We recently held The Blum Firm’s

Twelve years ago, our first grandchild Stella was born. It seems like yesterday Laurie and I were pacing nervously in the hall at New York’s Mt. Sinai Hospital, waiting to

Here we are on Election Day with a race that’s too close to call. Even after the outcome is known, so much uncertainty lies ahead. How do we deal with the

In last week’s 200th post in my Family Legacy Planning series, I reflected on some of my personal favorite posts. Looking back over those 200, one of the most popular

This is my 200th post in this Family Legacy Planning series (now called “Blum’s Blog”). The idea for this blog was born during the height of the COVID pandemic. I

Does your family own a meaningful real estate asset that you’d like to keep in the family? Maybe it’s a childhood home, lake or beach house, vacation home, or ranch.

National Estate Planning Awareness Week is coming up in two weeks. For me, that week comes 52 times a year. But I guess Hallmark needed an excuse for another greeting card. So let

“Where Were You When the World Stopped Turning?” Alan Jackson’s country song captures how I felt one year ago. The first time I felt that way was in my fourth-grade classroom the

In last week’s post, I covered the complex analysis involved in filling out a beneficiary form for a retirement account. For example, I stressed the benefits of leaving your retirement

It happens all the time. My assistant Cat receives this call: “I just have one simple question for Marvin. How should I fill out the beneficiary designation form for my