As an estate planning lawyer, I represent a lot of entrepreneurs. Most of them are first generation wealth creators who grew up in modest circumstances. Family advisor Tom Rogerson of

In last week’s post, I discussed the job of parenting, the hardest and most important job we ever do. The feedback I received was super affirming. Every parent can relate

For most jobs we do in the course of life, we go through some kind of training. Typically, there’s an orientation or at least a “how to” manual. But for

Last week’s post told how our morning walking buddies, Barbara and Thurman Schweitzer, provided the inspiration for 2025 New Year’s Resolutions for me and for The Blum Firm. I shared

As we wrap up the month for New Year’s Resolutions, I’m looking into my crystal ball to envision a meaningful and productive year, both for me personally and for The

In last week’s post, I made a plea for unity as the inauguration approached. The inauguration happened yesterday, the country is still surviving, now what? As a tax lawyer, the

As we approach the inauguration, so many of us are on edge, grappling with our country’s polarization and tense political environment. We are tempted to team up with others who

Next week, Laurie and I will celebrate our 46th anniversary. When I was growing up, my mother Elsie repeatedly advised me: “The most important decision you make in your life is who

In this New Year’s Eve post, I urge all to reflect on 2024. If your year was typical, it brought lots of downs and ups. We learn more from the downs. Let’s discover

Tomorrow night begins the Jewish festival of Chanukah, a holiday of miracles. We celebrate the miraculous victory of the Maccabean revolt against the Greek forces, the miracle of one day’s supply

As I’ve often stressed in this Family Legacy Planning blog, it’s important to identify significant lifetime moments, preserve them in some tangible way, and then pass them down to future

While attending a Texas Tech seminar on estate planning, the opening speaker greeted us with these words: “If you ever see Dyann McCully, you need to give her a big