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.
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-rowGet your own podcast at www.pod617.com/contact
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-rowGet your own podcast at www.pod617.com/contact
Harry talks with his colleague Laura Goodman, an associate at Margolis & Bloom, on the subject of powers of attorney.
Harry talks with his colleague Laura Goodman, a Senior Associate at Margolis & Bloom, on the subject of probate avoidance and why it is important.
Harry talks with attorney Sarah Henry about the various aspects of homestead declarations.
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.
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
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
Harry continues his talk with Melissa Langa of Bove & Langa on the subject of international estate planning,More on Melissa at www.bovelanga.comFind Melissa's book, International Estate Planning: A Reference Guide, here: https://www.amazon.com/International-Estate-Planning-Reference-Guide/dp/1578235359pod617.com can produce a podcast for you. Get in touch with us now at www.pod617.com/contact
Harry talks with Melissa Langa of Bove & Langa on the subject of international estate planning, More on Melissa at www.bovelanga.comFind Melissa's book, International Estate Planning: A Reference Guide, here: https://www.amazon.com/International-Estate-Planning-Reference-Guide/dp/1578235359pod617.com can produce a podcast for you. Get in touch with us now at www.pod617.com/contact
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.
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/
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
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
Harry talks with his colleague Laura Goodman about retirement plans payable to special needs trusts after the Secure Act.
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
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
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-goodmanA production of The Boston Podcast Network. Interested in your own podcast? Visit www.pod617.com
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
Harry talks with Nora Yousif of Empower Wealth Management on financial considerations for aging parents. More on Nora: https://us.rbcwealthmanagement.com/empowerwealthgroup/contact
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.
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 professionals.
Harry continues his chat with Chad Gutner of Samuel Financial. More on Chad at https://samuelfinancial.com/chad-gutner/
Harry chats with Chad Gutner of Samuel Financial. More on Chad at https://samuelfinancial.com/chad-gutner/
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 founded in 2004 that specializes in helping clients navigate the complexities of the healthcare system.Beginning as a registered nurse providing direct patient care, Dianne's 25-year career includes roles as a hospital, insurance and employee benefits executive and as a management consultant. Her experience has taught her to ensure that the healthcare consumer is at the center of the healthcare equation.A frequent, sought-after speaker, Dianne has delivered programs covering a wide range of critical healthcare-related topics covering patient advocacy, Medicare choices, healthcare reform and more. In addition, she has been interviewed in both national and local media, including Boston Women's Business, The Detroit Free Press, Financial Advisor Magazine, Yahoo Health, and National Public Radio's Morning Edition. Further, she has appeared as an expert guest on the PBS Second Opinion Series and presented at the Massachusetts Conference for Women.Dianne received her BS in Nursing from Rhode Island College and her MBA from Simmons College in Boston.
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 founded in 2004 that specializes in helping clients navigate the complexities of the healthcare system.Beginning as a registered nurse providing direct patient care, Dianne's 25-year career includes roles as a hospital, insurance and employee benefits executive and as a management consultant. Her experience has taught her to ensure that the healthcare consumer is at the center of the healthcare equation.A frequent, sought-after speaker, Dianne has delivered programs covering a wide range of critical healthcare-related topics covering patient advocacy, Medicare choices, healthcare reform and more. In addition, she has been interviewed in both national and local media, including Boston Women's Business, The Detroit Free Press, Financial Advisor Magazine, Yahoo Health, and National Public Radio's Morning Edition. Further, she has appeared as an expert guest on the PBS Second Opinion Series and presented at the Massachusetts Conference for Women.Dianne received her BS in Nursing from Rhode Island College and her MBA from Simmons College in Boston.
Amy Lampert of the Bulfinch Group and Founder of WomensWorth joins Harry to discuss financial planning for widows. (part 2)
Amy Lampert of the Bulfinch Group and Founder of WomensWorth joins Harry to discuss financial planning for widows.
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
Harry talks with Steve Weisman about scams, identity theft and cybersecurity.
Harry continues his talk with Tobe Gerard about structuring long-term care insurance policies.
Tobe Gerard describes what factors to consider in deciding whether to purchase long-term care insurance.
Joy Loverde author, Who Will Take Care Of Me When I'm Old? offers tips on how we can avoid isolation as we age.
Attorney Joseph G. Imbriani talks with Harry about steps you can take to reduce your tax burden.
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
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.
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
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.
Harry chats with Financial Advisor Nora Yousif about specific Social Security issues
Harry chats with Financial Advisor Nora Yousif about when to begin taking Social Security benefits
David Yas continues his discussion with Harry on basic steps Baby Boomers can take for themselves, their children and their grandchildren.
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."
Harry continues to chat with Crystal Thorpe, a mediator & trainer at Elder Decisions about how mediation can help families resolve their disagreements..
Harry chats with Crystal Thorpe, a mediator & trainer at Elder Decisions about how mediation can help families resolve their disagreements.
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.
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.
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
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
Harry continues his conversation with Larry Frolik on protecting seniors through the use of revocable trusts and annuities.
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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