BDBF News and Legal Updates

As we age, the adage “you can’t take it with you” begins to hit home.  Indeed, many of our estate planning clients consider inter vivos (during lifetime) gifts to family members as part of their estate planning. Let’s bust three of the most common myths that exist about lifetime gifting.   Myth 1 – The recipient of...

The COVID-19 epidemic has impacted every business around the globe, and Bulman Dunie is no exception.  We are proud of how the firm readily adapted to a new normal to continue serving our clients while ensuring the safety of our clients and staff. The firm leveraged our existing technology and rapidly invested in new technology...