Archive

Jul 7, 2026

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4 min read

Portability: Free Money, with Some Gotchas (Part I)

This Week: Why Free Money Still Requires a Form, What Remarriage Does to a Ported Exemption, Everything Portability Doesn't Cover, and a Steal This Line for Each Person Who'll Tell You It's Fine

Doug Harvey

Jun 23, 2026

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3 min read

Estate Planning Has a Death Problem

This Week: The Document That Handles the Years Before Death, a Question for the Client Who Forgets They'll Be Alive First, and Four Triggers Before Incapacity Tests the Plan

Doug Harvey

Jun 16, 2026

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3 min read

Cost Basis at Death: Step Up, Step Down, Double Up, or Nothing at All

This Week: Three Rules About Cost Basis at Death, a Line for the Client About to Make a Gifting Mistake, and Four Triggers for Appreciated Assets

Doug Harvey

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The Blum Firm, PC
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