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.
Episodes
Nov 18, 2021
Nov 18, 2021
17 min
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
Nov 4, 2021
Nov 4, 2021
19 min
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
Jun 15, 2021
Jun 15, 2021
14 min
Harry talks with his colleague Laura Goodman, an associate at Margolis & Bloom, on the subject of powers of attorney.
May 28, 2021
May 28, 2021
12 min
Harry talks with his colleague Laura Goodman, a Senior Associate at Margolis & Bloom, on the subject of probate avoidance and why it is important.
May 14, 2021
May 14, 2021
14 min
Harry talks with attorney Sarah Henry about the various aspects of homestead declarations.
Apr 30, 2021
Apr 30, 2021
17 min
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.
Feb 16, 2021
Feb 16, 2021
22 min
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
Feb 8, 2021
Feb 8, 2021
19 min
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
Jan 19, 2021
Jan 19, 2021
23 min
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
Jan 8, 2021
Jan 8, 2021
26 min
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