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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

IRS Year End Tips for Charitable Giving

IRS has tips for you as you start to think about making charitable gifts this year.   You can find the Tax Tips here, but we have reprinted much of the pertinent information for you: Qualified charities. You can only deduct gifts you give to qualif… Read More
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Categories: News

New Second Marriage Statistics Brings Trust Planning for Spouses into Sharp Focus

One the main reasons many of my clients want to create a testamentary trust for their spouse – something we typically call generally a “Marital Trust” is the fear that after their death, their husband or wife (but typically the fear is more… Read More
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Categories: News

A Five Million Dollar Deadline Is Approaching

The IRS extension of time to elect portability of  an unused estate tax exemption expires on December 31. If you had a spouse die in 2011, 2012 or 2013, you should be looking into an important December 31, 2014 deadline. The IRS granted an extension… Read More
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Categories: News

UPDATED: Change in IRA Rollover Rules for 2015

If you are in the habit of annually rolling over funds in multiple IRAs, you may need to start using trustee-to-trustee transfers instead.  This is because IRS will enforce a limit on the total number of rollovers in any 12 month period. As noted on… Read More
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Categories: IRAs, 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… 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, tru… Read More

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