Podcast appearances and mentions of harry margolis

Author Harry Margolis joins hosts Ron Aaron and Carol Zernial to talk about the elder care crisis on this edition of Caregiver SOS.

Harry Margolis joins hosts Ron Aaron and Carol Zernial to talk about the elder care crisis on this edition of Caregiver SOS. About Harry Margolis HARRY S. MARGOLIS founded Margolis Bloom & D'Agostino, a ten-lawyer law firm with offices in Wellesley, in 1987. He is a graduate of Swarthmore College and New York University School of Law. His practice concentrates on elder law, planning for individuals with disabilities, and estate trust administration. Margolis was the founding editor of The ElderLaw Report, a monthly newsletter for elder law attorneys, the ElderLaw Forms Manual and The ElderLaw Portfolio Series, all published by Wolters Kluwer. Mr. Margolis is a Fellow of the National Academy of Elder Law Attorneys and of the American College of Trust and Estate Counsel. He has served on the adjunct faculty of Boston College Law School, has been designated a “Super Lawyer” since 2005, one of top 100 Super Lawyers in New England for 2014 and in Massachusetts from 2019 through 2023. Margolis was the founder and President of ElderLawAnswers as well as a co-founder and director of the Academy of Special Needs Planners. More recently, he created the website www.AskHarry.info where he answers consumer questions about estate planning issues and published Get Your Ducks in a Row: The Baby Boomers Guide to Estate Planning and The Baby Boomers Guide to Trusts: Your All-Purpose Estate Planning Tool. He also answers consumer questions about estate planning in columns on MarketWatch.com and TheStreet.com. Margolis believes strongly that the best legal solutions are achieved through the partnership of well-informed clients and attorneys who combine great technical expertise, experience and an ability to listen.  Hosts Ron Aaron and Carol Zernial, and their guests talk about Caregiving and how to best cope with the stresses associated with it. Learn about "Caregiver SOS" and the "Teleconnection Hotline" programs. Listen every week for deep, inspiring, and helpful caregiving content on Caregiver SOS!See omnystudio.com/listener for privacy information.

Please donate to the show! Today we talk about today we talk about the Governor's Council -- what they do,  the unofficial tenure of the people who've been on there for decades, their (lack of) diversity and how this affects the lives of people who have been incarcerated here in Massachusetts.Jean Trounstine and Harry Margolis join Jonathan Cohn and Anna Callahan chat about Massachusetts politics. This is the audio version of the Incorruptible Mass podcast, season 5 episode 43. You can watch the video version on our YouTube channel. You're listening to Incorruptible Mass. Our goal is to help people transform state politics: we investigate why it's so broken, imagine what we could have here in MA if we fixed it, and report on how you can get involved. To stay informed:* Subscribe to our YouTube channel* Subscribe to the podcast (https://incorruptible-mass.buzzsprout.com)* Sign up to get updates at https://www.incorruptiblemass.org/podcast* Donate to the show at https://secure.actblue.com/donate/impodcastAdditional links from today's episode: www.whogovernsthegc.org

In the face of our current housing crisis, community land trusts (CLTs) are emerging as a tool to develop and preserve affordable housing and land, and to stabilize neighborhoods. CLTs stand out from other models with their commitment to preserving affordable housing and land in perpetuity, and with a governance structure that ensures residents, neighbors, and other community members hold central decision-making roles. While CLTs acquire property through a variety of methods, many CLTs are developing pathways for local homeowners to transfer property through estate planning. Bequeathing property to a CLT is one impactful way homeowners may leave a legacy to their neighborhoods. This program will introduce CLTs as potential beneficiaries of estate plans, illustrate a Boston-based case study that offers some initial lessons-learned, and outline key considerations for working with homeowners who are interested in transferring property to CLTs. Panelists will include estate planning and elder law attorney Harry Margolis, who has worked with Dudley Neighbors, Inc. (DNI), one of the oldest and largest CLTs in the country; CLT practitioner and consultant Harry Smith, who has served as the executor of an estate that included a property transfer to DNI; and land use attorney David Linhart, who represents DNI. Participants can expect to leave the program with a deeper understanding of CLTs and why they matter, model documents for estate plans facilitating CLT property transfers, and crucial lessons and considerations for supporting homeowners who want to transfer their property to CLTs. This program is hosted by the Trust and Estates Section of the Boston Bar Association, in partnership with the Greater Boston Community Land Trust Network. Questions? Inquiries about program materials? Contact Trenon Browne at tbrowne@bostonbar.org

Episode Guest: Harry Margolis, estate planning and elder law attorney and author who is a passionate advocate for seniors and individuals with special needs and their families. Episode Description: Too often, retirement plans fail due to a lack of coordination between financial and estate planning and failure to involve care managers. While we're healthy and cognitively intact, we can continue to work, travel, care for grandchildren (if we're so lucky), and go up and down stairs. Almost no financial and estate planning is necessary as long as we stay healthy. But when a spouse or we become disabled, most plans (or lack of plans) fall apart.Age 75 is a good time to ask and answer the following questions:Where do you want to live when you need help from others? Being close to children (assuming you have a good relationship) will make life a lot easier for all concerned. Make sure you can live on one floor.Who will step in to take over your finances when you can no longer handle them yourself? A revocable trust is an ideal mechanism for managing financial matters.Who will make health care and life decisions for you when you can't make them yourself? You need a health care proxy, but you must also talk with your agent about your wishes.Do you care if all your resources are spent down on your care? At age 75, it's probably too late to buy long-term care insurance, but it can be a good time for Medicaid planning.About Harry Margolis:Harry S. Margolis has been representing seniors, individuals with special needs, and their families since he started ElderLawServices, the predecessor of Margolis & Bloom, in June 1987. Since then, he and the firm as a whole have helped thousands of clients pay for long-term care, grapple with the incapacity of a family member, and plan for safe and productive futures for their children and grandchildren.For three decades, Harry served as editor of The ElderLaw Report, an attorney's monthly newsletter. His peers have recognized his leadership in the field in his selection as a Fellow of the National Academy of Elder Law Attorneys and the American College of Trust & Estate Counsel. He has been named a "Super Lawyer" since 2005 and, in different years, recognized as one of the top 100 attorneys in New England. In 2015, Best Lawyers named him Best Lawyer in America in the practice of Elder Law and Trust and Estates. He is the only elder law attorney to receive these honors.He firmly believes that the best legal solutions are achieved through the partnership of well-informed clients and attorneys who combine great technical expertise, experience, and an ability to listen. Most recently, he began answering consumer questions online at AskHarry.info. He is also the author of Get Your Ducks in a Row: The Baby Boomers Guide to Estate Planning.When not working, Harry resides in Brookline with his wife, college-age twins (when they're home), and a dog of uncertain breed. He loves biking and traveling, both in the U.S. and abroad.Get in touch with Harry Margolis:Harry's website: https://margolisbloom.com/ Ask Harry a question: https://askharry.info/  Buy Harry's book: https://revolutionizeretirement.com/margolis Grab our free guide, 10 Key Issues to Consider as You Explore Your Retirement Transition, at https://10keyretirementissues.com/ 

Alan Gayle, president of Via Nova Investment Management, says that the economy has such rock-solid fundamentals that periods of volatility and downturn remain opportunitie4s to jump in and expand your investment positions. That could change if the latest Covid variant takes off, if the Federal Reserve 'panics and raises interest rates' too soon or too far and more, but until or unless that happens, Gayle notes that he doesn't know anyone forecasting a recession next year, meaning 'the ground for further gains remains fertile.' Also on the show, David Trainer of New Constructs puts United Airlines in 'The Danger Zone' for overstating its earnings, author Harry Margolis discusses 'The Baby Boomers Guide to Trusts,' and we revisit a recent chat about the market with Ed Clissold, chief US strategist for Ned Davis Research.

Attorney Harry Margolis joins the show to discuss how he plans his clients lives, why www.askharry.info is a passion project of his -- and the fatal flaw of the Baby Boomer generation.See Harry's blog at https://okayboomer.substack.com/Thanks to our sponsor All Inclusive with Jay Ruderman, a podcast focused on inclusion and social justice. Listen and subscribe to The All inclusive podcast on Apple, Stitcher, Spotify and anywhere else podcasts are available. Visit the show website for more information and full episode transcripts at www.AllInclusivepodcast.comGet your own podcast at www.pod617.com

http://www.margolis.com/ ————————————- FOLLOW RADIO ENTREPRENEURS Facebook: Radio Entrepreneurs LinkedIn: Radio Entrepreneurs Twitter: @BizOnTheRadio Instagram: @RadioEntrepreneurs Youtube: Radio Entrepreneurs iTunes: RadioEntrepreneurs Google Play: Radio Entrepreneurs Stitcher: Radio Entrepreneurs ————————————- The post “What Are The Top Issues In Elder Law Related To COVID-19” with Harry Margolis of Margolis & Bloom appeared first on Radio Entrepreneurs.

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 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.

In this episode of Torchlight's Exceptional Parenting Podcast, Torchlight’s VP of Product, Attorney Carolyn Romano chats with Special Needs Attorney, Harry Margolis, about how financial and estate planning strategies can protect and meet the needs of your child well into adulthood. In addition to learning about what you can do today to begin preparing for your child’s future, you'll also find out how a Special Needs Attorney can help your family maintain a child’s eligibility for public benefits, as well as explore the options available within the evolving regulatory environment.About Our Guest:Harry S. Margolis has been representing seniors, individuals with special needs and theirfamilies since he started ElderLawServices, the predecessor of Margolis & Bloom, in June 1987.His firm has helped thousands of clients pay for long-term care, grapple with the incapacity of afamily member, and plan for safe and productive futures for their children and grandchildren.Harry is a Fellow of the National Academy of Elder Law Attorneys and the American College ofTrust & Estate Counsel. He has been named a “Super Lawyer” since 2005 and has beenrecognized as one of the top 100 attorneys in New England.Attorney Margolis provides information for consumers about complex legal issues on twowebsites he founded: www.elderlawanswers.com and www.specialneedsanswers.com.

In this episode of Torchlight's Exceptional Parenting Podcast, Torchlight’s VP of Product, Attorney Carolyn Romano chats with Special Needs Attorney, Harry Margolis, about how financial and estate planning strategies can protect and meet the needs of your child well into adulthood. In addition to learning about what you can do today to begin preparing for your child’s future, you'll also find out how a Special Needs Attorney can help your family maintain a child’s eligibility for public benefits, as well as explore the options available within the evolving regulatory environment.About Our Guest:Harry S. Margolis has been representing seniors, individuals with special needs and theirfamilies since he started ElderLawServices, the predecessor of Margolis & Bloom, in June 1987.His firm has helped thousands of clients pay for long-term care, grapple with the incapacity of afamily member, and plan for safe and productive futures for their children and grandchildren.Harry is a Fellow of the National Academy of Elder Law Attorneys and the American College ofTrust & Estate Counsel. He has been named a “Super Lawyer” since 2005 and has beenrecognized as one of the top 100 attorneys in New England.Attorney Margolis provides information for consumers about complex legal issues on twowebsites he founded: www.elderlawanswers.com and www.specialneedsanswers.com.

In this episode of Eldercare Illuminated, Torchlight’s VP of Product, Attorney Carolyn Romano chats with Elder Law Attorney, Harry Margolis, about how planning for short- or long-term care needs can protect family assets. In addition to learning what to do today to begin preparing for a loved one's future (or your own), you'll also find out how an Elder Law Attorney can help your family: 1) address the complexities presented by government programs and entitlements, such as Medicare and Medicaid; 2) understand the options seniors and their families have in the evolving regulatory environment; and, 3) how families can still find solutions in a crisis, even if little planning has been done beforehand.About Our Guest:Harry S. Margolis has been representing seniors, individuals with special needs and their families since he started ElderLawServices, the predecessor of Margolis & Bloom, in June 1987. His firm has helped thousands of clients pay for long-term care, grapple with the incapacity of a family member, and plan for safe and productive futures for their children and grandchildren. Harry is a Fellow of the National Academy of Elder Law Attorneys and the American College of Trust & Estate Counsel. He has been named a “Super Lawyer” since 2005 and has been recognized as one of the top 100 attorneys in New England.

In this episode of Eldercare Illuminated, Torchlight’s VP of Product, Attorney Carolyn Romano chats with Elder Law Attorney, Harry Margolis, about how planning for short- or long-term care needs can protect family assets. In addition to learning what to do today to begin preparing for a loved one's future (or your own), you'll also find out how an Elder Law Attorney can help your family: 1) address the complexities presented by government programs and entitlements, such as Medicare and Medicaid; 2) understand the options seniors and their families have in the evolving regulatory environment; and, 3) how families can still find solutions in a crisis, even if little planning has been done beforehand.About Our Guest:Harry S. Margolis has been representing seniors, individuals with special needs and their families since he started ElderLawServices, the predecessor of Margolis & Bloom, in June 1987. His firm has helped thousands of clients pay for long-term care, grapple with the incapacity of a family member, and plan for safe and productive futures for their children and grandchildren. Harry is a Fellow of the National Academy of Elder Law Attorneys and the American College of Trust & Estate Counsel. He has been named a “Super Lawyer” since 2005 and has been recognized as one of the top 100 attorneys in New England.

Dr. K talks with elder law attorney Harry Margolis. They discuss the durable general power of attorney as a tool to help a declining older parent, including how to minimize related family conflicts. The post 037 Interview: Using Powers of Attorney to Help Older Adults appeared first on Better Health While Aging.

One of the planet’s most entrepreneurial elder law attorneys chats with Bob about how he got into elder law (at the very beginning), how he manages several businesses, the key to commanding top fees, and a knot of troublesome cases out of his backyard (Massachusetts). In this episode we hack . . . Harry Margolis! […] The post TH006: Harry Margolis Shares the Secret to a Lucrative Practice appeared first on TrustChimp.

One of the planet’s most entrepreneurial elder law attorneys chats with Bob about how he got into elder law (at the very beginning), how he manages several businesses, the key to commanding top fees, and a knot of troublesome cases out of his backyard (Massachusetts). In this episode we hack . . . Harry Margolis! […] The post TH006: Harry Margolis Shares the Secret to a Lucrative Practice appeared first on TrustChimp.

Legal Eagle and the Coach Radio with David Altenbern and Bryan Kiser with thier guest Brian Basilico & Harry Margolis: Brian Basilico is an award winning and internationally recognized author, speaker and coach. He’s the founder and president of B2b Interactive Marketing Inc., an award winning marketing consulting and production company in Aurora Illinois. B2b helps companies and non-profits, market their products and services through the effective use of on-line tools including; websites, blogs, eMail, social networking, Google, S.E.O., YouTube, and more. Harry Margolis founded Margolis & Bloom, LLP a six-lawyer Boston law firm, in 1987. He is a graduate of Swarthmore College and New York University School of Law. His practice concentrates on elder law, planning for individuals with disabilities, and estate trust administration. Mr. Margolis edits The ElderLaw Report, a monthly newsletter for elder law attorneys, wrote the ElderLaw Forms Manual and served as founding editor of The ElderLaw Portfolio Series, all published by Wolters Kluwer.

Legal Eagle and the Coach Radio with David Altenbern and Bryan Kiser with thier guest Brian Basilico & Harry Margolis: Brian Basilico is an award winning and internationally recognized author, speaker and coach. He's the founder and president of B2b Interactive Marketing Inc., an award winning marketing consulting and production company in Aurora Illinois. B2b helps companies and non-profits, market their products and services through the effective use of on-line tools including; websites, blogs, eMail, social networking, Google, S.E.O., YouTube, and more. Harry Margolis founded Margolis & Bloom, LLP a six-lawyer Boston law firm, in 1987. He is a graduate of Swarthmore College and New York University School of Law. His practice concentrates on elder law, planning for individuals with disabilities, and estate trust administration. Mr. Margolis edits The ElderLaw Report, a monthly newsletter for elder law attorneys, wrote the ElderLaw Forms Manual and served as founding editor of The ElderLaw Portfolio Series, all published by Wolters Kluwer.