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Top Ten (okay Top Twelve) Reasons People Procrastinate and Don’t Do Their Estate Planning
September 29th, 2015
This recent article from Fox Business News caught my eye with a great headline:
The Sad State of Estate Planning: Why Only 34% Have a Will in Place
The salient statistic is the results of a survey that say that “while 69% say they’ve seriously co…
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Categories: Estate Planning
That Time of Year Again - Remember Off to College Estate Planning
August 21st, 2015
Several times this year I have written about the importance of getting your adult (yes that means 18 and graduated from high school) kids to do some estate planning of their own. We even created a questionnaire just for the college student.
Why is…
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IRS Summertime Reading
August 2nd, 2015
The Internal Revenue Service likes to kick back, relax and do some reading in the summer, just like the rest of us. Granted, their idea of summertime reading may be a little different then ours.
Here is the latest in the IRS series of Summertime…
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Choosing Your People - Have You Chosen Wisely
June 1st, 2015
Today on For Your Benefit with Bob Leins, the NITP weekly radio show dedicated to all things for the Federal employee, Bob and I spoke about choosing the people to name in your “documents,” be it the Agent under your Power of Attorney, th…
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Legal Documents for New Adults - What Do Your Grown Up Kids Need?
May 27th, 2015
I talked about about this in my January 5, 2015 blog, Off To College Estate Planning, but a new article on Wealth Management’s website, What Documents Do Your Clients’ 18-Year-Old Children Need?, May 26, 2015, by David H. Lenok, summarizes th…
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Categories: News
Elder Justice Website Launched
April 28th, 2015
We recently added a new link to our “Resources” page, helping people quickly access the Elder Justice Initiative Website.
That is because recently the United States Department of Justice launched the Elder Justice Website, a significant…
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National Healthcare Decisions Day Is Here!
April 14th, 2015
In this world nothing can be said to be certain, except death and taxes.
Benjamin Franklin
April 15 is, of course, tax day. That is where part of Benjamin Franklin’s favorite quote comes into play. But April 16 may play a part as well,…
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IRS Tips on Gift Taxes
April 1st, 2015
As the April 15 deadline approaches for income tax return filing, IRS is coming out with many reminder regarding what you are required to file. One area that often causes confusion is gift taxes. As we discussed previously, the gift giving rules…
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Federal News Radio - This Morning We Will Be Talking About Estate Planning For Young Families
March 2nd, 2015
Come join me, and Bob Leins from NITP, this morning on the NITP show, For Your Benefit on WFED, Federal News Radio, to talk about issues related to estate planning for younger families. We will be talking about trusts for your children and the basic…
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Relocating and Estate Planning - What Do I Need To Do Again?
February 10th, 2015
Many people will relocate to another state upon retirement. A very common question we get in our seminars is whether or not your estate planning documents will be “good” in the new state?
The answer to that question brings into focus the issue of…
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Our Attorneys
Norman Handler started his legal career with the IRS, auditing estate tax returns and, in its National Office, developing estate tax policy. He moved into private practice, first as an associate and later as a partner in a large Montgomery County law…
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Marc S. Levine has been practicing law since 1992, all with Handler & Levine, LLC, and its predecessor firms. Marc regularly assists individuals and families in preparing their estate plans, including drafting their wills, revocable trusts, tru…
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