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

While I’m still reflecting on 2023, I lament the passing of Charlie Munger at age 99, Warren Buffett’s sidekick at Berkshire-Hathaway for nearly 50 years. All of us in Charlie’s

In last week’s post, I told of a joyful holiday visit from our kids and five rambunctious grandkids (even though a shattered porcelain pot means one less thing in our

I’ve always been a big advocate of bedtime reading to kids. As Adam and Lizzy were growing up, we built a collection of children’s books and I’d read one (or

Here’s to a new year and all the promise it holds for a brighter 2024! In the spirit of new year’s resolutions, let’s tackle the number one obstacle to estate

As we close out 2023, I remain hopeful for a happier 2024. When it comes to finding “Happiness,” Arthur Brooks has the formula. Laurie and I recently learned “The Science

In the holiday spirit of giving and sharing, I’d like to share with you a surprise I received from Kasia Flanagan. She brought me truly one of the best gifts

In this holiday season, our thoughts turn to our family. The goal of this Family Legacy Planning blog is to help families pass down a meaningful legacy, a heritage that

In last week’s post, I explored the challenge of aging with dignity and making the most of our final innings. I concluded with the story of my mother Elsie and

Last week, I gave thanks for the 93rd birthday of my mother Elsie, a role model for aging with dignity. As we are about to wrap up yet another calendar

Thanksgiving is a perfect time to count our blessings. Doing that is easy for me this week, as yesterday marked the 93rd birthday of my remarkable mother Elsie. Thankfully, Elsie