Blog

Relocating and Estate Planning - What Do I Need To Do Again?

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… Read More
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NITP Monthly In-The-Know Newsletter - This Month Featuring Marc S. Levine

As discussed elsewhere on our website, Norman B. Handler, Anne H. Sullivan and myself do a lot of speaking for the National Institute of Transition Planning.  In addition to the Federal government retirement seminars, we occasionally appear on the N… Read More
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A PLACE FOR YOUR STUFF

George Carlin once said that the whole meaning of life is “trying to find a place for your stuff!” After years of administering estates and trusts, I have found that more problems arise with the question, “what happens to the stuff.”… Read More
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Categories: Estate Planning, News

Where Is Your Old 401k, and Where Is It Going?

An essential part of estate planning is reviewing what assets a client has.  The sheer number of clients “orphan” 401ks left at old jobs, is stunning.  Why clients don’t move them covers the range from lethargy, procrastination an… Read More
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Off To College Estate Planning

An article a few months ago Forbes.com outlined something I have been suggesting to clients for years.  There are two estate planning documents that everyone needs, from the day they turn 18 to the day they die.  Those documents are a power of atto… Read More
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Categories: Estate Planning, News

Estate Planning - Keep the Family In Mind

My very first blog post for our new website talked about the differences between on-line estate planning services and using a flesh and blood attorney. One of the big differences is that while it is easy to get power to someone, to direct that someon… Read More
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Categories: Estate Planning, News

Estate Planning - Planning Ahead For Your New Year’s Resolutions

I read an article recently about 9 steps to getting your estate plan in order, and found I disagreed with many of the suggested steps. Since many people will make doing their will and estate plan a big part of whatever New Year’s resolutions they w… Read More
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Categories: News

Recorded Deed Notice - What Is It, Is It A Scam, or Do I Need One?

For the last several months our clients have been getting notices asking them to pay for a “Recorded Deed Notice” so they will have “evidence” that they property they own was “in fact transferred.” Clients normally… Read More
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Categories: News

Where Does the IRA Go When Beneficiary Designations Fail?

Following up on my recent discussion here about beneficiary designations as a “Stealth Will“, a new survey done by NICSA, a not-for-profit trade association, found little consistency in how financial institutions treat a default beneficia… Read More
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529 Plans: Income Tax Advantages Augment Estate Tax Savings

As year end approaches, many clients are considering making gifts to children and grandchildren. Why do people wait to the year end for this? I am not sure, and advise my clients to make their gifts in the beginning of the year, rather then the end.… Read More
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Categories: Gifts, News

Our Attorneys

Norman B. Handler's Profile Image
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…

Marc S. Levine's Profile Image
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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