Scott Bishop, Executive Vice President of Financial Planning for Avidian Wealth Management hosts a special edition of The Money Hour with estate planning attorney Marvin Blum, the Founder of The Blum Law Firm – which has offices throughout Texas.  Mr. Blum started his firm over 35 years ago, has law offices in Fort Worth, Dallas, Austin, and Houston, and specializes in the areas of estate planning and probate, asset protection planning, planning for closely-held businesses, tax planning, tax controversy, and charitable planning.  The company has grown to be the largest group of estate planning attorneys in the State of Texas.

During this edition of The Money Hour, Scott and Marvin discuss Estate Planning Strategies Given the Biden Administration and Democratic “Blue Wave” (what Mr. Blum calls the ‘3 Ds’).  With the strong possibility of changes in both income tax and estate tax law, Scott and Mr. Blum talked about many issues that will impact our listeners and clients – good tips to consider.  We will be posting a more in-depth article soon – so be on the lookout. 

In the past, Scott and Mr. Blum did an episode of the STA Money Hour where they discussed many topics on Estate Planning including an article recently written by Marvin Blum called “Filling in the Gaps” for which Mr. Blum was nominated as a “thought leader” article in Trust and Estates Magazine.

We look forward
to connecting

Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the Avidian Wealth Solutions team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!