SE HABLA ESPAÑOL
by: Jeremy Rachlin
Category: Estates and Trusts
Every day, the estate and trust team at Bulman Dunie assist clients who serve as “Personal Representatives” (a/k/a “Executors”) of an estate in navigating the probate process. Probate can be complicated, but there are some easy steps that can be taken from Day 1 to make probate easier (and less expensive). Here are five tips...
Continue Readingby: Jeremy Rachlin
Category: Client Alert, Estates and Trusts
Last month, my wife and I signed our own trust. Just like nearly all of my clients who create trusts, my wife and retitled our home into our trust. In retitling our home into our trust, we signed a deed conveying title to the property from our names to the trust’s name. This deed was...
Continue Readingby: Jeremy Rachlin
Category: Estates and Trusts
Maryland is one of the few states that charges “inheritance tax”. We’ll start with the good news before you read on—fortunately, most conveyances of property are exempt from inheritance tax. However, it is important to be aware of inheritance tax as you consider bequests from your will, trust, or transfers via beneficiary designation. What is...
Continue Readingby: Jeremy Rachlin
Category: Getting To Know You
Memorial Day Weekend—at once, a holiday to mark a solemn occasion, but simultaneously the unofficial start of summer. How do BDBF attorneys commonly spend their long Memorial Day Weekend? We asked them! Liz Farley Memorial Day Weekend means the start of summer and the start of wedding season! In years past we have had a...
Continue Readingby: Jeremy Rachlin
2024
by: Jeremy Rachlin
Category: Estates and Trusts
In legislation that we will be keeping a close eye on, Maryland officials have proposed significantly reducing the state estate tax exemption from $5 Million to $2 Million. This would expose thousands more Marylanders – and many Bulman Dunie clients – to estate tax. What Is Estate Tax? Put simply, estate tax is a tax...
Continue Readingby: Jeremy Rachlin
Category: Firm News
Philip (“Phil”) Kuljurgis has joined Bulman Dunie as an “of counsel” attorney supporting our personal injury and litigation practices. Phil has over 15 years of experience in private practice and as claims counsel for a national automobile insurer. You can learn all about Phil’s professional bona fides by visiting our webpage and reading his biography...
Continue Readingby: Jeremy Rachlin
Category: Estates and Trusts, Family Law
“Can My Kids Be Co-Agents?” This is one of the more common questions we get asked when we work with families to complete their Advance Medical Directive and Financial Power of Attorney. When clients designate their initial Health Care Surrogate or Financial Agent, the instinctive choice is to designate a spouse. But what about a...
Continue ReadingSE HABLA ESPAÑOL
Talk to an Experienced Attorney
301-656-1177
Share this post
Tweet