Archive: Estates and Trusts

Nearly all Americans participate in retirement savings and/or have a policy of life insurance. In addition, many Bulman Dunie clients hold brokerage accounts. Retirement savings plans, insurance policies, and brokerage accounts have one common element. When you open the account or take out the policy, you are asked to complete a beneficiary designation form. Do...

Let’s face it, thinking about planning your estate isn’t exactly a Saturday night out on the town. It can be stressful and, well, a tad morbid. As estate planning attorneys, we encounter many clients who come to us after a problem has already occurred. Often, those problems could have been eased, if not altogether avoided,...

You’ve finally stopped kicking the proverbial can down the road.  You’re ready to cross that item off your “to-do” list that you and your spouse have talked about ever since your kids were born.  You’re about to consult with an estate planning attorney. At Bulman Dunie, we commonly tell our estate planning clients that the...

In his late April address to a joint session of Congress, and in various speeches thereafter, President Biden laid out many of his proposals for tax changes. Of chief concern to our estate planning clients are potential changes to the federal estate tax, as well as other tax changes which could bear upon planning. Many...

This season, Baltimore Orioles fans find themselves in an all too familiar spot–looking to the future after yet another disappointing season. After spending so many years as AL East bottom dwellers, with one of the lowest team payrolls in baseball, many Orioles fans are hoping team owner and renowned Baltimore attorney, Peter Angelos, will hang a...

Estate planning discussions with clients always include planning for incapacity. The pandemic has driven home that debilitating sickness can come quickly and recovery may take several weeks, if not months. Powers of attorney are an essential part of every estate plan to ensure that your health care and financial affairs remain well-managed if you become...

BDBF attorney Jeremy Rachlin, a proud Terp alum, was thrilled to be invited “home” to present to the University of Maryland Alumni Association during “Terrapin Love Week”. Jeremy’s presentation, Protecting the People and Places Your Love: an Estate Planning Seminar, afforded the 70+ attendees an overview of estate planning basics.  Jeremy discussed planning for incapacity through powers of...