50 episodes

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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    • Business
    • 4.3 • 10 Ratings

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.

    How To Create An Ethical Will

    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

    • 17 min
    An Introduction to Ethical Wills

    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
    Durable Powers of Attorney and Why You Need to Name Them

    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.

    • 14 min
    Discussing Probate Avoidance

    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.

    • 12 min
    The Ins and Outs of Homestead Declarations

    The Ins and Outs of Homestead Declarations

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

    • 14 min
    A Deep Dive into ABLE Accounts

    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

Customer Reviews

4.3 out of 5
10 Ratings

10 Ratings