Levine focuses on the documents that should be prepared for your family's well-being and how to establish trusts for their financial needs if you are unable to administer the affairs.

Topics include:

• creating a thoughtful and flexible trust;
• who the guardian should be, who the trustee should be, and should they ever be the same person;
• insuring the proper funding of trusts through the titling of assets and the proper use of beneficiary designations;
• provisions for children in powers of attorney;
• providing provisions for stand by guardians or temporary POA for children.

Levine is a principal of Handler-Levine. He can be reached at marc@handlerlevine.com or by phone at 301-961-6464, ext. 3313.