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

Where You Need to be at 75

Tuesday Dec 22, 2020

Tuesday Dec 22, 2020

Harry continues his chat with holistic planner and host of the TV show Master Your Future Rajiv Nagaich on the subject of where one needs to be at age 75 when it comes to estate planning.

Tuesday Dec 08, 2020

Harry chats with Rajiv Nagaich, an elder law attorney licensed to practice in the State of Washington. Rajiv teaches elder law at the University of Washington as an adjunct professor and guest lectures at other Law Schools. More info: https://lifepointlaw.com/rajiv-nagaich/

How to Handle Retirement

Friday Nov 13, 2020

Friday Nov 13, 2020

Harry talks with Retirement Coach and Retirement Speaker Dorian Mintzer on how to manage retirement.More on Dr. Mintzer here: https://revolutionizeretirement.com/Produce your own podcast at www.pod617.com

Friday Oct 30, 2020

Harry talks with Retirement Coach and Retirement Speaker Dorian Mintzer on deciding when is the best time to retire that fits your life and family needs.More on Dr. Mintzer here: https://revolutionizeretirement.com/Produce your own podcast at www.pod617.com

Monday Oct 26, 2020

Harry talks with his colleague Laura Goodman about retirement plans payable to special needs trusts after the Secure Act.

Tuesday Oct 06, 2020

Harry continues his talk with financial planner Gabrielle Clemens about the intersection of financial planning and divorce. More on Gabrielle: https://us.rbcwealthmanagement.com/clemenswmg/about-our-team

Tuesday Oct 06, 2020

Harry talks with financial planner Gabrielle Clemens about the intersection of financial planning and divorce. More on Gabrielle: https://us.rbcwealthmanagement.com/clemenswmg/about-our-team

Saturday Oct 03, 2020

Harry is joined by his colleague Laura Goodman to discuss estate planning in the age of the coronavirus. More on Laura: http://www.margolis.com/laura-goodmanA production of The Boston Podcast Network. Interested in your own podcast? Visit www.pod617.com

Thursday Sep 17, 2020

Harry continues his talk with Nora Yousif of Empower Wealth Management on financial considerations for aging parents. More on Nora: https://us.rbcwealthmanagement.com/empowerwealthgroup/contact

Thursday Aug 06, 2020

Harry talks with Nora Yousif of Empower Wealth Management on financial considerations for aging parents. More on Nora: https://us.rbcwealthmanagement.com/empowerwealthgroup/contact

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