Blum's Blog

The Miracle of Ollie
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

There’s No Place Like Home
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

Spotlight on Dyann McCully, Our Guardianship Guru
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

Don’t You Dare Steal My Aggie Ring
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

20 Questions for Your Thanksgiving Table Talk
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

The Big Reveal: The Blum Firm’s Core Values
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

My Granddaughter Stella Becomes a Woman
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

Is Your Mind Wired for a “Worst Case” or “Best Case” Scenario?
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

Buffett Changes His Will—Is It Time to Change Yours?
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

My 200th Post
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

Passing Down Legacy Real Estate—Family Glue or Family Feud?
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.

No Matter Who Wins the Election, Now Is the Ideal Time to Do Tax & Estate Planning
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
