Ask Harry

pod617.com

4.3 (10)
ECONOMÍA Y EMPRESA

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.

18/11/2021

How To Create An Ethical Will

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-row Get your own podcast at www.pod617.com/contact

18 min
04/11/2021

An Introduction to Ethical Wills

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-row Get your own podcast at www.pod617.com/contact

19 min
15/06/2021

Durable Powers of Attorney and Why You Need to Name Them

Harry talks with his colleague Laura Goodman, an associate at Margolis & Bloom, on the subject of powers of attorney.

15 min
28/05/2021

Discussing Probate Avoidance

Harry talks with his colleague Laura Goodman, a Senior Associate at Margolis & Bloom, on the subject of probate avoidance and why it is important.

13 min
14/05/2021

The Ins and Outs of Homestead Declarations

Harry talks with attorney Sarah Henry about the various aspects of homestead declarations.

14 min
30/04/2021

A Deep Dive into ABLE Accounts

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.

17 min
16/02/2021

Teaching Kids To Be Stewards of Wealth

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

22 min
08/02/2021

How To Pass On Your Wealth

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

20 min

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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.

Creador

pod617.com
Años de actividad

2019 - 2021
Episodios

50
Clasificación

Apto
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Ask Harry

Ask Harry

How To Create An Ethical Will

An Introduction to Ethical Wills

Durable Powers of Attorney and Why You Need to Name Them

Discussing Probate Avoidance

The Ins and Outs of Homestead Declarations

A Deep Dive into ABLE Accounts

Teaching Kids To Be Stewards of Wealth

How To Pass On Your Wealth

Calificaciones y reseñas

Acerca de

Información

Ask Harry

Episodios

How To Create An Ethical Will

An Introduction to Ethical Wills

Durable Powers of Attorney and Why You Need to Name Them

Discussing Probate Avoidance

The Ins and Outs of Homestead Declarations

A Deep Dive into ABLE Accounts

Teaching Kids To Be Stewards of Wealth

How To Pass On Your Wealth

Calificaciones y reseñas

Acerca de

Información