SE HABLA ESPAÑOL
by: Jeremy Rachlin
Category: Estates and Trusts, Family Law
Estate planning clients often engage us along with their spouses. Even though each spouse signs their own will, they often coordinate their documents with one another after a major life event, such as a marriage, birth of a child, or emancipation of grown children. These clients feel great relief as they leave their signing appointment. ...
Continue Readingby: Jeremy Rachlin
2022
by: Jeremy Rachlin
Category: Estates and Trusts
As our clients age, they increasingly rely upon the assistance of others for financial matters. Our clients often want to formalize this relationship to ensure that the bank or retirement plan custodian will recognize the authority of a trusted friend or family member to give instructions. When and how should clients consider taking this significant...
Continue Readingby: Jeremy Rachlin
Category: Estates and Trusts
You’ve finally crossed that item off your household to-do list. You’re going to meet with an attorney to discuss your estate planning. What should you expect both before and after the consultation? Before the Consultation — The Intake Questionnaire Prior to your consultation with the planning attorney, you should expect to complete the intake...
Continue Readingby: Jeremy Rachlin
Category: Estates and Trusts
Estate planning documents are drafted to stand the test of time. That being said, estate planning documents should be reviewed at least every 2-3 years to see if updates are necessary. Here are the 5 things to consider when reviewing your existing documents and determining if updates are in order: 1) Your Children, Their Ages,...
Continue Readingby: Jeremy Rachlin
Category: Firm News
Lawrence “Larry” Bulman, our friend, colleague, mentor, and partner, passed away on April 15, 2022, at the age of 83. Larry practiced law here at BDBF, the firm founded by his father, Joe Bulman, for several decades. Larry lived a long and full life, surrounded by friends, children, and grandchildren. He was diagnosed with pancreatic...
Continue Readingby: Jeremy Rachlin
Category: Firm News
What does Bulman Dunie partner Jeremy Rachlin have in common with Olympic gold medalist, Dominique Dawes, and Diary of A Wimpy Kid author, Jeff Kinney? Jeremy, Dominique, and Jeff will be amongst the 8 Terrapin alumni receiving honors at A Celebration of Terps—The Maryland Awards on Friday, April 29, 2022. Jeremy will receive The Tyser-Gottwals Award. The Tyser-Gottwals...
Continue Readingby: Jeremy Rachlin
Category: Estates and Trusts
For many of our probate clients administering the post-death affairs of a loved one, the most vexing issue can be retitling or the disposition of a car. What complicates the post-death disposition of a vehicle? Ownership of your car passes by title. Many couples only hold title to a vehicle in the name of...
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