Handler & Levine, LLC

Handler & Levine, LLC Norman B. Handler and Marc S. Levine, have decades of estate planning experience, regularly working with individuals and families.

Norman B. Handler and Marc S. Levine, have decades of estate planning experience, regularly working with individuals, families, and generations of families, to help them plan for the regularly expected life cycle events, and the improbable, unexpected and tragic. We also believe that common sense should rule the estate planning process. We take the time to make sure that our clients are comfortable with not just the estate plan, but with the impact of that plan on their lives and the lives of their children and other family members. Our goal at Handler & Levine, LLC is to earn and retain your trust, and to make sure that common sense guides the estate planning we provide.

11/03/2017
Estate Planning for Women

Estate Planning for Women

Anne Sullivan will be presenting a webinar about estate planning, with a focus on some issues that are especially important for women to consider. Anyone can sign up - see the information below.

November 9, 2017, 2:00 PM EST

Woman play many roles and whether we are married, single, are in a partnership or are caregivers for older and/or disabled family members, all women should educate themselves about estate planning. This webinar will review documents that all women need and discuss certain pitfalls in estate planning.

• For those who have recently married or divorced, women need to update their estate planning documents and remove an ex-spouse as the beneficiary.
• How to appoint a guardian for your children and set up a trust so that a trustee can manage their inheritance until your children can responsibly manage the assets.
• Women are more acutely impacted by the death or disability of a loved one. We are often the caregivers and are more often widowed. This webinar will discuss our role in carrying out the wishes of our loved ones and ensuring that they have documents in place, including a POA and health care directive.

http://event.on24.com/wcc/r/1332692/FF06604FCAD8221D849FEB213C258290?partnerref=invitehl

Thursday, November 09, 2017 at 02:00 PM Eastern Standard Time.

02/03/2017
Estate planning for single parents

Heading back to Federal News Radio with Bob Leins and NITP on Monday to talk about Estate Planning for Single Parents. Check out the show live, or download it to listen to later. http://tinyurl.com/jnskzdu

This week on ForYourBenefit, Bob Leins welcomes Marc Levine to the studio to talk about Estate Planning for Single Parents.

Check out today's free Webinar with the National Institute of Transition Planning - What to Do When a Loved One Dies? Yo...
03/10/2016
National Institute of Transition Planning

Check out today's free Webinar with the National Institute of Transition Planning - What to Do When a Loved One Dies?
You can register for the 2pm webinar here: http://tinyurl.com/ztb9wuc

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Going on the radio at 10:05 to talk about Gift Myths and Gift Facts along with Other Things to Know in 2016 and Beyond -...
12/21/2015
Gift Myths and Gift Facts along with Other Things to Know in 2016 and Beyond

Going on the radio at 10:05 to talk about Gift Myths and Gift Facts along with Other Things to Know in 2016 and Beyond - with Bob Liens on WFED radio and www.federalnewsradio.com. Join us!

http://custom.federalnewsradio.com/features/for-your-benefit-gift-myths-and-facts

This week on For Your Benefit, our host, Bob Leins welcomes Marc Levine, Esquire, with Handler & Levine, LLC to the studio to talk about gift myths and facts. December 21, 2015

Bob Braunstein discusses the FEHB Open Season: What to Consider When Electing or Changing your Health Insurance Coverage...
10/21/2015
NITP Newsletter

Bob Braunstein discusses the FEHB Open Season: What to Consider When Electing or Changing your Health Insurance Coverage

http://tinyurl.com/o6x73zf

FEHB Open Season - NITP's goal is to educate Federal employees about their benefits and financial opportunities throughout their careers. To learn more about our seminars and/or to schedule a seminar at your agency, contact our business office at 301-309-0138. Visit our website, www.nitpinc.com for…

That old stock certificate you found in your parents' house?  Probably worthless.  BUT, maybe not . . .
09/09/2015
Widow takes L Brands to court over stock

That old stock certificate you found in your parents' house? Probably worthless. BUT, maybe not . . .

An 87-year-old widow of a longtime shareholder of L Brands is fighting the company, claiming she is entitled to $1.5 million and L Brands is refusing to pay up. Dorothy A. Breckler, a resident of the Villas of Saint Therese, an assisted-living facility, was left the stock by her husband of 62 years,…

Some words of wisdom from Steve Cohen
09/05/2015
What a 'boomerang homebuyer' needs to get a home loan again

Some words of wisdom from Steve Cohen

WASHINGTON — Many homeowners who lost their houses to foreclosure when the housing bubble burst are expected to begin buying homes once again. As they sit down with lenders, many “boomerang buyers” may be in…

IRS Summertime Tax Tip 2015-23: Key Tax Tips on the Tax Effects of Divorce or Separation
08/24/2015
IRS Summertime Tax Tip 2015-23: Key Tax Tips on the Tax Effects of Divorce or Separation

IRS Summertime Tax Tip 2015-23: Key Tax Tips on the Tax Effects of Divorce or Separation

Income tax may be the last thing on your mind after a divorce or separation. However, these events can have a big impact on your taxes. Alimony and a name change are just a few items you may need to consider. Here are some key tax tips to keep in mind if you get divorced or separated.

That Time of Year Again - Remember Off to College Estate Planning - Handler & Levine, LLC
08/21/2015
That Time of Year Again - Remember Off to College Estate Planning - Handler & Levine, LLC

That Time of Year Again - Remember Off to College Estate Planning - Handler & Levine, LLC

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 this so important? Well, as we talked about HERE…

IRS Summertime Tax Tip 2015-14: Back-to-School Education Tax Credits
08/08/2015
IRS Summertime Tax Tip 2015-14: Back-to-School Education Tax Credits

IRS Summertime Tax Tip 2015-14: Back-to-School Education Tax Credits

If you, your spouse or a dependent are heading off to college in the fall, some of your costs may save you money at tax time. You may be able to claim a tax credit on your federal tax return. Here are some key IRS tips that you should know about e tax credits:

What Really Happened In The Scheme That Cost Dwight Freeney Millions?
08/02/2015
What Really Happened In The Scheme That Cost Dwight Freeney Millions?

What Really Happened In The Scheme That Cost Dwight Freeney Millions?

Wherever there are professional athletes with money, people looking to take advantage of them aren’t far behind. The case of Dwight Freeney vs. Bank of America serves as a reminder that one can never be too careful. A couple of years ago I wrote an article about how a Washington, D.C. [...]

For Your Benefit: Market commentary - second quarter 2015
08/02/2015
For Your Benefit: Market commentary - second quarter 2015

For Your Benefit: Market commentary - second quarter 2015

Certified Financial Planner Dwayne Jackson, principal at Rembert Pendleton | Jackson, joins host Bob Leins to discuss his market analysis of the second quarter of 2015. August 3, 2015

This is IRS' idea of summer reading - but still, worth reading . . .
08/02/2015
IRS Summertime Tax Tip 2015-13: Ten Key Tax Facts about Home Sales

This is IRS' idea of summer reading - but still, worth reading . . .

In most cases, gains from sales are taxable. But did you know that if you sell your home, you may not have to pay taxes? Here are ten facts to keep in mind if you sell your home this year.

IRS Summertime Tax Tip 2015-03: IRS Tips about Vacation Home Rentals
07/08/2015
IRS Summertime Tax Tip 2015-03: IRS Tips about Vacation Home Rentals

IRS Summertime Tax Tip 2015-03: IRS Tips about Vacation Home Rentals

If you rent a home to others, you usually must report the rental income on your tax return. However, you may not have to report the rent you get if the rental period is short and you also use the property as your home. In most cases, you can deduct your rental expenses. When you also use the rental…

SCOTUS Legalizes Same Sex Marriage But Questions Remain For Religious Groups & Tax Exempts
06/29/2015
SCOTUS Legalizes Same Sex Marriage But Questions Remain For Religious Groups & Tax Exempts

SCOTUS Legalizes Same Sex Marriage But Questions Remain For Religious Groups & Tax Exempts

This week, the Supreme Court's 5-4 ruling in Obergefell v. Hodges made same sex marriages legal in all states. Not everyone is on board with the ruling. Specifically, religious groups and other tax exempt organizations fear what it might mean for advocacy positions.

Congratulations to Handler & Levine's Ingrid Stephanie Amaya - now a Graduate of the University of Maryland.  Ingrid has...
06/04/2015

Congratulations to Handler & Levine's Ingrid Stephanie Amaya - now a Graduate of the University of Maryland. Ingrid has been a tremendous asset to us, and will continue to be one right up until she goes and starts her own career as a special education teacher. We are lucky to have her for as long as we have, and are very proud of her accomplishments!

Okay, they spelled my name wrong . . . but other than that go listen.
06/01/2015
Coming up: How to pick your people

Okay, they spelled my name wrong . . . but other than that go listen.

Estate planner Mark Levine joins host Bob Leins to discuss what to look for when picking powers of attorney, health care agents, trustees and executors. June 1, 2015

Join me and Bob Leins of National Institute of Transition Planning (NITP) on Federal News Radio tomorrow morning to talk...
06/01/2015
Coming up: How to pick your people

Join me and Bob Leins of National Institute of Transition Planning (NITP) on Federal News Radio tomorrow morning to talk about How To Pick Your People, a discussion about picking trustees, executors, agents and other fiduciaries.

http://www.federalnewsradio.com/191/3866350/Coming-up-How-to-pick-your-people

Estate planner Mark Levine joins host Bob Leins to discuss what to look for when picking powers of attorney, health care agents, trustees and executors. June 1, 2015

Okay . . .
05/27/2015
Man pronounced dead comes back to life

Okay . . .

A fire crew arrived on scene just after noon and "found him cold to the touch and in rigor," according to an investigation report. They did not attempt to revive him.

Are you a TransFer employee, then this month's In-The-Know column from NITP on TransFER Employees and Retirement, from V...
05/26/2015

Are you a TransFer employee, then this month's In-The-Know column from NITP on TransFER Employees and Retirement, from Vanessa Craddock, Federal Benefits Specialist, is a must read!

http://www.nitpinc.com/newsletter.php

House set to vote on easing TSP early withdrawal penalty for some Government employees who are eligible to retire early
05/12/2015
House set to vote on easing TSP early withdrawal penalty

House set to vote on easing TSP early withdrawal penalty for some Government employees who are eligible to retire early

Bipartisan measure primarily would benefit federal law enforcement officers, who are under special retirement provisions.

Elder Justice Website Launched - Handler & Levine, LLC
04/28/2015
Elder Justice Website Launched - Handler & Levine, LLC

Elder Justice Website Launched - Handler & Levine, LLC

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 part of the DOJ’s Elder Justice Initiative. The Elder Justice…

Great story from former Handler & Levine, LLC employee and current Boston Herald reporter (yeah she is prouder of the la...
04/27/2015
Gift of organs after death bonds tot, donor’s families

Great story from former Handler & Levine, LLC employee and current Boston Herald reporter (yeah she is prouder of the latter position) Lindsey Kalter (follow her on Twitter @lkalter) on Organ Donation, and the impact it can have for over a number of families.

https://www.bostonherald.com/news_opinion/local_coverage/2015/04/gift_of_organs_after_death_bonds_tot_donor_s_families

His family called him “Kevin from Heaven.”Kevin Sullivan was the guy voted friendliest in school. Moved by ads on television, he sponsored a child in Guatemala when he was just a teenager.His last acts of kindness came in September, shortly after the 31-year-old Comcast worker fell off a…

How Livable is Your Community to Those 50+?
04/22/2015
How Livable is Your Community to Those 50+?

How Livable is Your Community to Those 50+?

If you are thinking about where you want to live in retirement or how to make your community more friendly to an aging population, the AARP has created an online tool for you. The goal of the AARP ...

IRS Tax Tip 2015-64: Tips for Filing an Amended Return
04/20/2015
IRS Tax Tip 2015-64: Tips for Filing an Amended Return

IRS Tax Tip 2015-64: Tips for Filing an Amended Return

Have you found that you made an error on your federal tax return? If so, you may need to file an amended return. Here are ten tips that can help you file.1. Tax form to amend your return. Use Form 1040X, Amended U.S. Individual Income Tax Return, to correct your tax return. You must file a paper…

People who get sudden money, sometimes get sudden money problems.  http://profootballtalk.nbcsports.com/2015/04/11/phill...
04/13/2015
Phillip Buchanon’s cautionary tale: My mom demanded $1 million

People who get sudden money, sometimes get sudden money problems. http://profootballtalk.nbcsports.com/2015/04/11/phillip-buchanons-cautionary-tale-my-mom-demanded-1-million/

When Phillip Buchanon was a first-round draft pick in 2002, his mom decided that his payday would be her payday, too. Buchanon, who has written a book offering cautionary tales about athletes going broke despite multimillion-dollar contracts, says that once he was drafted, his mom began to demand mo…

Address

4520 East West Highway, Suite 700
Bethesda, MD
20814

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00

Telephone

(301) 961-6464

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