BDBF News and Legal Updates

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...

BDBF partner Dan Shaivitz delivered outstanding results to several victims of automobile accidents in just one week of June 2022.  It reminded Dan why he enjoys doing what he does and helping the people who come to BDBF with their worst problems. It also reminded Dan of how unreasonable insurance companies can be and how clients...

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...

As Montgomery County voters mark their ballots this summer, you will see “Circuit Court Judge, Pick 4” towards the bottom of your ballot.  By the time you get to the bottom of the ballot, you may be suffering from “ballot fatigue”. Although our firm strays from political activism, this is a non-partisan election.  And for...

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,...

This is the 3rd and final installation in a 3-part series about the most common reasons for a prenuptial agreement (“prenup”). In March, we wrote about the most traditional scenario in which prenups might be requested: where there is a vast disparity in wealth between future spouses. In April, we wrote about second or subsequent...

Spring has sprung, courts are easing pandemic restrictions, and many of my cases that were on pause during the pandemic are going to trial.  For many of my clients, that means their day in court and justice is around the corner.  I too am excited, but not just for my clients.   I enjoy the thrill...