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

Feb 21, 2020

22 min

Harry continues his talk with Tobe Gerard about structuring long-term care insurance policies.

Feb 21, 2020

22 min

Feb 14, 2020

23 min

Tobe Gerard describes what factors to consider in deciding whether to purchase long-term care insurance.

Feb 14, 2020

23 min

Jan 17, 2020

10 min

Joy Loverde author, Who Will Take Care Of Me When I’m Old? offers tips on how we can avoid isolation as we age.

Jan 17, 2020

10 min

Jan 6, 2020

26 min

Attorney Joseph G. Imbriani talks with Harry about steps you can take to reduce your tax burden.

Jan 6, 2020

26 min

Dec 6, 2019

22 min

Attorney Joseph G. Imbriani talks with Harry S. Margolis about what you can do at the end of the year (or at any time, for that matter) to reduce your tax burden

Dec 6, 2019

22 min

Nov 21, 2019

23 min

Harry speaks with author, Joy Loverde about her recent book, Who Will Take Care Of Me When I’m Old? Joy's main message is that it's all about community. Isolation is the biggest threat to aging seniors.

Nov 21, 2019

23 min

Oct 31, 2019

24 min

Attorney Joseph G. Imbriani of Taylor, Ganson & Perrin, LLP, talks with Harry about knowing what to look for and what to avoid in choosing your trustee

Oct 31, 2019

24 min

Oct 7, 2019

18 min

Harry discusses the duties and responsibilities of trustees with Attorney Joseph G. Imbriani of Taylor, Ganson & Perrin, LLP, so you can know what you are getting into before accepting the "honor" of an appointment.

Oct 7, 2019

18 min

Sep 23, 2019

12 min

Harry chats with Financial Advisor Nora Yousif about specific Social Security issues

Sep 23, 2019

12 min

Sep 6, 2019

20 min

Harry chats with Financial Advisor Nora Yousif about when to begin taking Social Security benefits

Sep 6, 2019

20 min

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