Ask Harry
The podcast that answers your questions on estate planning and interviews industry experts who share tips. Harry's law firm Margolis & Bloom works with its clients to find the best estate planning or elder law solution for each client's unique situation and goals.
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Episodes
Thursday Nov 18, 2021
Thursday Nov 18, 2021
Harry speaks with Susan Turnbull, the founder and principal of Personal Legacy Advisors, on the subject of how to create an ethical will.More on Susan: https://www.personallegacyadvisors.com/Harry answers more questions at: https://askharry.info/Get Harry's book, "Get Your Ducks In A Row": https://www.margolisbloom.com/get-your-ducks-in-a-rowGet your own podcast at www.pod617.com/contact
Thursday Nov 04, 2021
Thursday Nov 04, 2021
Harry speaks with Susan Turnbull, the founder and principal of Personal Legacy Advisors on the subject of an introduction to ethical wills.More on Susan: https://www.personallegacyadvisors.com/Harry answers more questions at: https://askharry.info/Get Harry's book, "Get Your Ducks In A Row": https://www.margolisbloom.com/get-your-ducks-in-a-rowGet your own podcast at www.pod617.com/contact
Tuesday Jun 15, 2021
Tuesday Jun 15, 2021
Harry talks with his colleague Laura Goodman, an associate at Margolis & Bloom, on the subject of powers of attorney.
Friday May 28, 2021
Friday May 28, 2021
Harry talks with his colleague Laura Goodman, a Senior Associate at Margolis & Bloom, on the subject of probate avoidance and why it is important.
Friday May 14, 2021
Friday May 14, 2021
Harry talks with attorney Sarah Henry about the various aspects of homestead declarations.
Friday Apr 30, 2021
Friday Apr 30, 2021
Harry Talks with attorney Mirele Mann about ABLE accounts - what are they? How are they used? What are the pros and cons of using ABLE accounts in special needs planning.
Tuesday Feb 16, 2021
Tuesday Feb 16, 2021
Harry continues his talk with financial planner Lori Gervais, co-author of "PASS IT ON: Transferring Wealth, Wisdom, and Financial Smarts to Future Generations." Lori covers her advice on teaching children to be stewards of wealth.More on Lori at https://gervaiswealthmanagement.com/Get your own show! pod617.com can produce a podcast for you. Get in touch with us now at www.pod617.com/contact
Monday Feb 08, 2021
Monday Feb 08, 2021
Harry talks with financial planner Lori Gervais, co-author of "PASS IT ON: Transferring Wealth, Wisdom, and Financial Smarts to Future Generations." More on Lori at https://gervaiswealthmanagement.com/Get your own show! pod617.com can produce a podcast for you. Get in touch with us now at www.pod617.com/contact
Tuesday Jan 19, 2021
Tuesday Jan 19, 2021
Harry continues his talk with Melissa Langa of Bove & Langa on the subject of international estate planning,More on Melissa at www.bovelanga.comFind Melissa's book, International Estate Planning: A Reference Guide, here: https://www.amazon.com/International-Estate-Planning-Reference-Guide/dp/1578235359pod617.com can produce a podcast for you. Get in touch with us now at www.pod617.com/contact
Friday Jan 08, 2021
Friday Jan 08, 2021
Harry talks with Melissa Langa of Bove & Langa on the subject of international estate planning, More on Melissa at www.bovelanga.comFind Melissa's book, International Estate Planning: A Reference Guide, here: https://www.amazon.com/International-Estate-Planning-Reference-Guide/dp/1578235359pod617.com can produce a podcast for you. Get in touch with us now at www.pod617.com/contact
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