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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.

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Episodes

  1. 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":...

  2. 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":...

  3. 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.

  4. 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.

  5. The Ins and Outs of Homestead Declarations

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

  6. 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.

  7. 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...

  8. 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...

  9. Answering all of Your International Estate Planning Questions

    Harry continues his talk with Melissa Langa of Bove & Langa on the subject of international estate planning, More on Melissa at www.bovelanga.com Find Melissa's book, International Estate Planning: A Reference Guide, here:...

  10. International Estate Planning Answers

    Harry talks with Melissa Langa of Bove & Langa on the subject of international estate planning, More on Melissa at www.bovelanga.com Find Melissa's book, International Estate Planning: A Reference Guide, here: https://www.amazon.com/International-Estate-Planning-Reference-Guide/dp/1578235359...

  11. Where You Need to be at 75

    Harry continues his chat with holistic planner and host of the TV show Master Your Future Rajiv Nagaich on the subject of where one needs to be at age 75 when it comes to estate planning.

  12. There is a New Brand of Estate Planning in Elder Law

    Harry chats with Rajiv Nagaich, an elder law attorney licensed to practice in the State of Washington. Rajiv teaches elder law at the University of Washington as an adjunct professor and guest lectures at other Law Schools. More info: https://lifepointlaw.com/rajiv-nagaich/

  13. How to Handle Retirement

    Harry talks with Retirement Coach and Retirement Speaker Dorian Mintzer on how to manage retirement. More on Dr. Mintzer here: https://revolutionizeretirement.com/ Produce your own podcast at www.pod617.com

  14. When is the Best Time to Retire?

    Harry talks with Retirement Coach and Retirement Speaker Dorian Mintzer on deciding when is the best time to retire that fits your life and family needs. More on Dr. Mintzer here: https://revolutionizeretirement.com/ Produce your own podcast at www.pod617.com

  15. Special Needs Trusts After the Secure Act.

    Harry talks with his colleague Laura Goodman about retirement plans payable to special needs trusts after the Secure Act.

  16. What Does Divorce Mean for Your Financial Planning?

    Harry continues his talk with financial planner Gabrielle Clemens about the intersection of financial planning and divorce. More on Gabrielle: https://us.rbcwealthmanagement.com/clemenswmg/about-our-team

  17. Understanding Divorce and Financial Planning

    Harry talks with financial planner Gabrielle Clemens about the intersection of financial planning and divorce. More on Gabrielle: https://us.rbcwealthmanagement.com/clemenswmg/about-our-team

  18. Estate Planning During a Pandemic

    Harry is joined by his colleague Laura Goodman to discuss estate planning in the age of the coronavirus. More on Laura: http://www.margolis.com/laura-goodman A production of The Boston Podcast Network. Interested in your own podcast? Visit www.pod617.com

  19. More Financial Considerations for Aging Parents

    Harry continues his talk with Nora Yousif of Empower Wealth Management on financial considerations for aging parents. More on Nora: https://us.rbcwealthmanagement.com/empowerwealthgroup/contact

  20. Helping Aging Parents With Financial Management

    Harry talks with Nora Yousif of Empower Wealth Management on financial considerations for aging parents. More on Nora: https://us.rbcwealthmanagement.com/empowerwealthgroup/contact

  21. What Does a Special Needs Trust for a Minor Mean?

    Harry chats with Kevin Urbatsch, a nationally recognized attorney in estate and settlement planning for persons with disabilities. Kevin serves as National Director of the Academy of Special Needs Planners (ASNP), a national organization of special needs and settlement planning professionals.

  22. Understanding First and Third Party Trusts When Special Needs Planning

    Harry continues his chat with Kevin Urbatsch, a nationally recognized attorney in estate and settlement planning for persons with disabilities. Kevin serves as National Director of the Academy of Special Needs Planners (ASNP), a national organization of special needs and settlement planning...

  23. IRA, 401Ks and More for Financial Security

    Harry continues his chat with Chad Gutner of Samuel Financial. More on Chad at https://samuelfinancial.com/chad-gutner/

  24. 401k Planning and Getting Ahead

    Harry chats with Chad Gutner of Samuel Financial. More on Chad at https://samuelfinancial.com/chad-gutner/

  25. Navigate the Complexities of the Healthcare System

    Harry talks with Dianne Savastano, Founder and Principal of Healthassist, a Massachusetts-based company founded in 2004 that specializes in helping clients navigate the complexities of the healthcare system. Dianne Savastano is Founder and Principal of Healthassist, a Massachusetts-based company...

  26. The A, B, C & Ds of Medicare

    Harry talks with Dianne Savastano, Founder and Principal of Healthassist, a Massachusetts-based company founded in 2004 that specializes in helping clients navigate the complexities of the healthcare system. Dianne Savastano is Founder and Principal of Healthassist, a Massachusetts-based company...

  27. Protecting Assets for Widows

    Amy Lampert of the Bulfinch Group and Founder of WomensWorth joins Harry to discuss financial planning for widows. (part 2)

  28. Amy Lampert on financial planning for widows

    Amy Lampert of the Bulfinch Group and Founder of WomensWorth joins Harry to discuss financial planning for widows.

  29. Cybersecurity is a Real Threat - What You Need to Know

    Harry continues his talk with Steve Weisman, a nationally recognized expert in scams, identity theft and cybersecurity as well as a lawyer, college professor and prolific author. For more info visit www.scamicide.com

  30. Protect Your Assets from Scams and Identity Theft

    Harry talks with Steve Weisman about scams, identity theft and cybersecurity.

  31. How to Structure Your Long-Term Care Insurance Policy

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

  32. Long-Term Care Insurance Isn’t a Nice-to-Have, But a Need-to-Have

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

  33. Why Being Part of a Community is so Important for Healthy Aging

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

  34. A Few More Tricks for Year End Tax Planning

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

  35. End of Year Tax Planning Tips

    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

  36. Don’t Let Isolation Undermine Your Later Years

    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.

  37. What to Consider When Selecting a Trustee

    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

  38. Know Your Duties as Trustee

    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.

  39. Or So Complicated -- Specific Social Security Situations

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

  40. Who Knew Social Security Choices Were So Significant

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

  41. More Steps to ”Get Your Ducks in a Row”

    David Yas continues his discussion with Harry on basic steps Baby Boomers can take for themselves, their children and their grandchildren.

  42. How You Can ”Get Your Ducks in a Row”

    We turn the tables as David Yas interviews Harry about his new book "Get Your Ducks in a Row: The Baby Boomers Guide to Estate Planning."

  43. Resolving Family Disputes with Mediation

    Harry continues to chat with Crystal Thorpe, a mediator & trainer at Elder Decisions about how mediation can help families resolve their disagreements..

  44. Family Disputes Are Hard; Mediation Can Help

    Harry chats with Crystal Thorpe, a mediator & trainer at Elder Decisions about how mediation can help families resolve their disagreements.

  45. More Tips on How to be Second Home Savvy

    Harry Margolis continues his discussion with 'Second Home Savvy' authors Tim Borchers and Chris Cahill about steps you can take make sure your vacation home continues to keep your family together and not break it apart.

  46. Are You Second Home Savvy? How to Protect Your Vacation Home for Your Family

    Harry talks with 'Second Home Savvy' authors Tim Borchers of Borchers Trust Law and Chris Cahill of 12 Points Wealth Management about best practices for preserving your vacation home for your family.

  47. Features You May Include in Your Pet Trust

    Canton Mass. attorney Brian Mahoney (www.attybrianmahoney.com/) continues his explanation of features to include in your pet trust to protect your pet when you no longer canwww.pod617.com/askharry

  48. Did You Know You Can Have a Trust for Your Pet?

    Canton Mass. attorney Brian Mahoney (http://www.attybrianmahoney.com/) joins Harry to talk about the best way to protect pets after you can no longer care for them.www.pod617.com/askharry

  49. The Benefits and Risks of Revocable Trusts and Annuities for Seniors

    Harry continues his conversation with Larry Frolik on protecting seniors through the use of revocable trusts and annuities.

  50. Planning Steps Seniors Can Take for Their Protection

    Harry Margolis chats with recently retired law Professor Larry Frolik of the University of Pittsburgh on a litany of subjects connected to protecting the wealth of seniors.

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ABOUT THIS SHOW

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.

CATEGORIES

business

Frequently Asked Questions

How many episodes does Ask Harry have?

Ask Harry currently has 50 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is Ask Harry about?

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 often does Ask Harry release new episodes?

Ask Harry has 50 episodes. Check the episode list to see recent publication dates and frequency.

Where can I listen to Ask Harry?

You can listen to Ask Harry on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
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