» Beneficiary Designations

Federal News Radio - This Morning We Will Be Talking About Estate Planning For Young Families

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… Read More
Read More

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
Read More

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
Read More

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
Read More

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
Read More

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…

View All Attorneys

For More Information

Fill out our online form
Connect With Us:logo_facebook
Associations:logo_avvologo_martindale_hubbell