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5.0 stars 25 totalReview Marc Levine
Posted by Steve
I was told for years that it was important that I set up a trust to protect my family and assets, but I never really understood what a trust was or why I needed one. I'm so glad I was introduced to Marc Levine. He spent our initial meeting educating me about what a trust is and how it works and benefits my family, answering all my questions and concerns. Then he took very thorough notes about my family circumstances and needs. Then, maybe a week later, he provided us with the most through and detail oriented trust document that protects us in all situations...many of which I never even considered. Marc was more than thorough and he listened!!! And his staff was very professional and friendly too. I now go to sleep knowing my family is protected and secure. Thanks Marc.
Posted by Nicole
Marc helped us create our wills, Advanced Medical Directives and set up trusts for our kids. He explained everything in detail as helped us talk through the difficult decisions. We were left with no doubts that all our affairs will be in order for our loved ones when we die. We would highly recommend him, especially to federal employees, since he knows our benefits inside and out.
Posted by Sarah
We have worked with Mark Levine for over five years now, to update our estate planning documents as our family has grown and changed. We have also enthusiastically recommended him to friends and family. Marc has an easy, approachable demeanor and his work product is excellent.
Posted by Mark S.
My wife and I had our estate plan drafted by Mr. Levine in February 2017. He was very thorough and answered all our questions during the initial consultation. He prepared our documents in a timely fashion and the execution phase (at his law office) was seamless. Mr. Levine also prepared new beneficiary forms (life insurance and TSP, etc.) to ensure that they matched our new estate plan. His staff was courteous and very responsive. Would highly recommend him for your estate planning needs.
Posted by Dan
Let me start by saying that, I absolutely recommend Marc. He is friendly, easy to work with and very knowledgeable. I saw Marc at a retirement seminar when he presented on Estate Planning. I contacted Marc after the seminar to get a consult on our Estate. He listened to our family and financial situation and provided his recommendation on what we needed for our family. The process was straightforward and painless. We now have a very comprehensive plan for our finances and children in the event that something were to happen and this gives us peace of mind.
Posted by anonymous
Marc, was helpful during the process and explained the estate information clearly. He was patient and answered my questions clearly. I would recommend using him for your estate planning.
Posted by Meigs
I first met Marc when he gave a talk on estate planning at a retirement seminar. His talk was informative and clearly presented so when it came time for me to update my will I contacted him to execute it. Recently I decided to do a trust and worked with him to get that completed. Marc talked me through some concerns that I had and asked good questions about what I wanted to accomplish, those questions helped me make decisions that are important to me. It took me quite awhile to finalize the process but Marc was always available to answer my questions and was patient with my delays. I have recommended him to friends.
Posted by sidni
Marc was first introduced to us as a consultant for our attorney in a contentious Trust battle. His expertise to our attorney was invaluable. He kept us all level headed and gave expert advice.
We later hired him for our personal estate planning. It was done very professionally. We recommend him highly.
Posted by Janet
My husband and I selected Marc for establishing our wills and have multiple years experience with him as the former are dynamic and warrant updates. He came highly recommended to us and we do likewise. Marc is knowledgeable, thoughtful and provides excellent guidance while assisting clients with a difficult topic/process.
Posted by Alex
I first meet Marc 12 years ago during a federal employee pre-retirement seminar in northern Virginia where he discussed the importance of proper estate planning. He was so personable and knowledge that I immediately made the decision that my family will be working with Marc to get our estate in order. At our initially meeting he provided many ideas as to how we could best develop a plan that would meet the needs of our family. Marc and his staff prepared Last Will and Testaments, Durable General Powers of Attorney, Medical Directives. Three and half years ago we reached out to Marc to update our documents because our children have now become adults. He and his staff were extremely patient in working with us over a three and a half year period. I have recommended to my children that they work with Marc and his staff to develop their estate plans. We have had a tremendous experience and will recommend to our friends and colleagues.