The Head and the Heart of Estate Planning with Marvin Blum

Dr. Kirby Rosplock welcomes estate planning attorney and CPA Marvin Blum to explore the head and heart of legacy planning. They discuss smart estate strategies amid changing tax laws, the importance of flexibility and communication in family plans, and why true legacy is about passing on values, not just valuables. Insightful, heartfelt, and practical advice for every generation.