Blum's Blog

On a Scale of 1-10, How’s Your Estate Plan?
I once conducted a workshop on estate planning, and at the end, the moderator asked each attendee, “On a scale of 1-10, how’s your estate plan?” I had just explained

I’m a Graduate of Blum’s Café School of Hard Knocks
My son Adam is a voracious reader. He regularly feeds me fascinating stories that inspire many of my weekly blog posts. Such is the case today with Beth DeCarbo’s family

The Blum Firm’s Approach to Saving Taxes
I often describe The Blum Firm as taking a “head & heart” approach to tax and estate planning. Most of my weekly blog posts veer more to the heart side, focusing
Annette’s Legacy Letter: A Priceless Inheritance
I recently posted a Legacy Letter I wrote to my new granddaughter, Mia. My message to Mia was about the family heritage she inherits and will pass down to future

Family Matters: Farewell, Dear Linda
It’s been a traumatic week for my family. My wife Laurie has three sisters. The oldest, Linda, collapsed while walking into work, completely out-of-the-blue. A blood clot traveled from her

Let Me Hear an “Amen” and a “Bingo!”
Each week, my 11-year-old granddaughter Stella Savetsky takes to Instagram to post “Stella’s Torah Corner,” teaching thousands her interpretation of that week’s Torah portion. I filled in for her once

Cinderella Estate Planning: What You Need to Do Before the Clock Strikes Midnight on 12/31/2025
As an estate planning lawyer, one of the favorite hats I wear is to be a teacher. From the early days of my career over 45 years ago, I discovered

Every New Baby Is a Miracle
Last week’s post with my Legacy Letter to my new granddaughter Mia stirred up a moving response. Thanks to all for sharing in my joy. As an estate planner, I

A Message to Mia, My New Granddaughter
I’ve been writing this weekly blog for 2 ½ years, and the best feedback I get comes when I share personal stories from my heart. That’s what I’m doing today,

More on Buffett: Dr. Ruth’s Gift That Keeps on Giving
As I reported last week, I missed being part of the Omaha crowd at this year’s Berkshire Hathaway annual meeting. But there was a very important guest of honor in

Wisdom from Warren: You Can’t Wind the Clock Back
My son Adam’s wife is expecting a baby any day now, so we made the decision to stay close to home and miss this year’s Berkshire-Hathaway annual meeting. In past

Learn How to Be a Better Leader: Talmage Boston’s “How the Best Did It”
Heroes provide an important guiding light to help us live a fulfilling life and build a meaningful legacy. They inspire us and stretch us to be better. I am blessed
