Clients often come to an initial consultation with preconceived notions of whether they would like to include a “living trust” as part of their estate plan. For those unfamiliar, a living trust is a trust instrument created by an individual (the “Settlor”). The Settlor then…

With 2026 upon us, individuals and business owners should be aware of some of the more important (and commonly referenced) thresholds and limits for the new year: Retirement Plans: Annual Contribution Limit (401k, 403b, TSP):                     …

Bulman Dunie is thrilled to share that four of our firm’s attorneys were included for peer recognition in the 2026 edition of Maryland Super Lawyers Magazine! Estate and trust practice group chair Jeremy Rachlin was named as a “Super Lawyer” in the field of Estate…