Blum's Blog

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

The Day That Changed My Life Forever
“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

A Cost-Free Way to Supercharge the Charitable Gifts in Your Estate
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

“I Just Have One Simple Question” – NOT!
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

Three Role Models for Aging with Dignity
President Biden’s painful exit from his reelection campaign, coupled with my 70th birthday, got me thinking about how to age with dignity. What lessons can we learn so that, as

Julius Blum, a Role Model from “The Greatest Generation”
My recent post, “I’m a Graduate of Blum’s Café School of Hard Knocks,” focused on the lessons in life I learned from my hard-working father, Julius Blum. That post generated

What Kamala Didn’t Say
At last week’s Democratic National Convention, Kamala Harris delivered a stirring “New Way Forward.” Here’s what Kamala didn’t reveal: How do we pay for it? However, her campaign has quietly

Best Companies to Work For in Fort Worth 2024 Award
Marvin Blum pays tribute to The Blum Firm team for receiving the Best Companies to Work For in Fort Worth 2024 Award. I want to attribute this post to my

Happy “Sobriety” Birthday to My Daughter
Happy “Sobriety” Birthday to My Daughter Happy “Sobriety” Birthday to My Daughter Happy “Sobriety” Birthday to My Daughter Last week’s post was about my 70th birthday, which I celebrated joyfully a

On Turning 70
I turn 70 on August 8th. I used to think 70 was old—I don’t anymore. I don’t feel 70, maybe more like 50. But when I look in the mirror,

August is “National Make-a-Will Month”—But You Need More!
As last week’s post highlights, a Will is only one component of an estate plan. A proper estate plan also manages your affairs during incapacity, protects assets from creditors and
