Speeches & Publications
Life Insurance Planning Opportunities
Marvin Blum joined the Dallas Estate Planning Council on March 2, 2023, to discuss “Life Insurance Planning Opportunities.” In this new world of estate planning, planners think “outside the box”
A Red File
After putting all the elements of the estate plan in place, what’s next? The final, and almost always overlooked step, is a Red File. A Red File is a roadmap
Business Succession Planning
Marvin Blum delivered the keynote address on “Business Succession Planning” for a symposium sponsored by the Purposeful Planning Institute on February 9,2023. Business succession planning is often described as the
The Blum Firm Annual Newsletter
Check out our annual newsletter to stay up-to-date and for the latest Tips and Tricks! 2023 The Blum Firm Newsletter 2022 The Blum Firm Newsletter 2021 The Blum Firm Newsletter
Last Chance Tax Planning
Paper here and Slide Deck here: Marvin Blum at TXCPA East Texas CPE Expo on May 18, 2022, for “Last Chance Tax Planning – The Golden Age of Estate Planning
I Do Round Two – Second Marriage Estate Planning
Marvin Blum joined the Midland-Odessa Business and Estate Council on March 8, 2022, to discuss “I Do Round Two – Second Marriage Estate Planning.” Paper: I Do Round Two –