Archive: Estates and Trusts

What do you do if your loved one appears unable to make decisions for himself/herself?  Is a guardianship necessary? Unfortunately, this is not an uncommon question posed to Bulman Dunie attorneys.   What Is a Guardianship and When Is It Available? Guardianship is only available where there are no less restrictive means available to protect...

Whenever there is a change to estate tax laws, it can be particularly consequential to our clients. Assets that comprise a Decedent’s (deceased person’s) “taxable estate” are assets considered under the Decedent’s control as of the date of his/her death.  Assets under a Decedent’s control and part of his/her taxable estate may be exposed to...

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...