» 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
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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 NIT… Read More
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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 and mi… Read More
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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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Our Attorneys

Norman B. Handler's Profile Image
Norman B. Handler, co-founder of the firm, and beloved friend and mentor, died on December 26, 2020. Norman’s greatest trait as an attorney was not his legal knowledge, his tax experience or his inexplicable love of forms and calculations – i… Read More

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, trust… Read More

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