Archive

Aug 4, 2026

•

3 min read

New Money, Old Paperwork

This Week: Inheritances, Divorce Settlements, and the Plan That Was Written for a Smaller Client

Doug Harvey

Jul 21, 2026

•

3 min read

Portability: The Expensive Part (Part II)

This Week: The Exemption that Doesn't Port, the Plan That Kept It Simple (Almost), Three Referral Triggers for Taxable Couples, and a Question About Your Summer

Doug Harvey

Jul 7, 2026

•

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

— ABOUT THIS NEWSLETTER

“This is what I'd tell you if we grabbed coffee and you asked me what advisors need to know about estate planning (minus the overpriced coffee).”

Doug Harvey - Estate Planning Attorney
The Blum Firm, PC
Fort Worth - Dallas - Austin

Weekly - For Professionals - Free

— send a referral

Have a client who needs estate planning attention? I’ll get back to you within 1 business day.

Email is not a privileged communication. Please keep client details general — no names, account numbers, or confidential information. We'll handle specifics once we connect.