Ask Harry

pod617.com

4.3（10則評分）
商業

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.

2021/11/18

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 分鐘
2021/11/04

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 分鐘
2021/06/15

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 分鐘
2021/05/28

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 分鐘
2021/05/14

The Ins and Outs of Homestead Declarations

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

14 分鐘
2021/04/30

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 分鐘
2021/02/16

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 分鐘
2021/02/08

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 分鐘

顯示全部 (50)

4.3

（滿分 5 顆星）

10 則評分

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.

創作者

pod617.com
活躍年代

2019年 - 2021年
集數

50
年齡分級

兒少適宜
節目網站

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

評分與評論

簡介

資訊

Ask Harry

集數

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

評分與評論

簡介

資訊