Ask Harry

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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.

  1. How To Create An Ethical Will

    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
  2. An Introduction to Ethical Wills

    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
  3. Durable Powers of Attorney and Why You Need to Name Them

    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
  4. Discussing Probate Avoidance

    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
  5. The Ins and Outs of Homestead Declarations

    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
  6. A Deep Dive into ABLE Accounts

    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
  7. Teaching Kids To Be Stewards of Wealth

    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
  8. How To Pass On Your Wealth

    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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Notes et avis

4,3
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À propos

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.

Informations

  • Création
    pod617.com
  • Années d’activité
    2019 - 2021
  • Épisodes
    50
  • Classification
    Tous publics
  • Copyright
    © All rights reserved
  • Site web de l’émission
    Ask Harry

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