Blum's Blog
A “Love Letter” to Your Family – Part 3
As part of our Family Legacy Planning series, this is the third email devoted to a topic that is stirring up lots of hearts—writing a “legacy letter” or “ethical will”
A “Love Letter” to Your Family – Part 2
In last week’s Family Legacy Planning email, we encouraged everyone to write a “love letter” (also known as a “legacy letter” or “ethical will”) to future generations. I use the
A “Love Letter” to Your Family
As part of The Blum Firm’s Family Legacy Planning series, we are focusing on the gift to your family of not just your valuables, but also your values. One of the
Here’s the Blum Family Mission Statement
In last week’s email in our Family Legacy Planning series, we introduced the topic of a Family Mission Statement, setting out a family’s guiding principles. Although all families are diverse,
What’s Your Family’s Mission Statement
In our series on Family Legacy Planning, The Blum Firm has been sharing ideas to discuss at family meetings. We recommend starting with visionary topics dealing with a family’s history,
What if a Family Meeting Participant Is Disruptive?
It happens in every family—a family member “goes off” about something at a family meeting. Do not feel bad about it or feel your family is unique. This is part of
A Deeper Dive into the Family Meeting Agenda
In recent emails in our Family Legacy Planning series, we stressed the importance of ending each family meeting by setting the agenda for the next family meeting. We recommended that the
Warren Buffett’s Advice to Avoid Raising Entitled Kids
In The Blum Firm’s email series on Family Legacy Planning, last week’s email raised a question that stirred up a lot of interest. The focus of the email was suggested
Bring a Crystal Ball to Your First Family Meeting
Now that The Blum Firm has added Family Legacy Planning to our offerings, we are often asked: “How do we get started?” After an initial assessment so we know the family’s
Do You Love Your Pets?
As part of The Blum Firm’s series on Family Legacy Planning, today we’re addressing another important part of family planning—pets. The pet owners I know consider their pets to part
Don’t Let a Funeral Director Plan Your Next Family Gathering
As part of The Blum Firm’s new initiative on Family Legacy Planning, we have been stressing that the single most important step to family success is to plan regular family
The First Five Steps to Plan a Family Meeting
Question: What percentage of families face communication challenges, or have issues they have swept under the rug, or have heirs who are not fully prepared to inherit?Answer: 100% When the