Ask Harry

  • Autor: Vários
  • Narrador: Vários
  • Editor: Podcast
  • Duración: 18:04:14
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Informações:

Sinopsis

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.

Episodios

  • How To Create An Ethical Will

    18/11/2021 Duración: 17min

    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

  • Susan Turnbull: An Introduction to Ethical Wills

    04/11/2021 Duración: 19min

    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/

  • Laura Goodman on Powers of Attorney

    15/06/2021 Duración: 14min

    Harry talks with his colleague Laura Goodman, an associate at Margolis & Bloom, on the subject of powers of attorney.

  • Discussing Probate Avoidance with Laura Goodman

    28/05/2021 Duración: 12min

    Harry airy talks with his colleague Laura Goodman, an associate at Margolis & Bloom, on the subject of probate avoidance.

  • The Ins and Outs of Homestead Declarations

    14/05/2021 Duración: 14min

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

  • Mirele Mann on ABLE Accounts

    30/04/2021 Duración: 17min

    Harry Talks with attorney Mirele Mann about ABLE accounts. Mirele is a junior associate at Margolis & Bloom. She graduated from Northeastern University School of Law in 2020. As a law student, Mirele clerked at Goulston & Storrs and the U.S. District Court for the District of Massachusetts, and also participated in the Immigrant Justice Clinic and Prisoners’ Rights Clinic. She became interested in Trusts & Estates after taking courses in Elder Law and Income Taxation.Mirele received both her B.A. and M.P.H. from the University of Michigan.Originally from Michigan, Mirele spent several years living abroad before law school and has traveled to over 30 countries. She is fluent in Spanish.

  • Lori Gervais and Teaching Kids To Be Stewards of Wealth

    16/02/2021 Duración: 22min

    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

  • Lori Gervais and How To Pass On Your Wealth

    08/02/2021 Duración: 19min

    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

  • Answering all of Your International Estate Planning Questions

    19/01/2021 Duración: 23min

    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

  • International Estate Planning Answers

    08/01/2021 Duración: 26min

    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

  • Where You Need to be at 75

    22/12/2020 Duración: 29min

    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.

  • There is a New Brand of Estate Planning in Elder Law

    08/12/2020 Duración: 21min

    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/

  • Dr. Dorian Mintzer on Handling Retirement

    13/11/2020 Duración: 24min

    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

  • Dr. Dorian Mintzer on When To Retire

    30/10/2020 Duración: 25min

    Harry talks with Retirement Coach and Retirement Speaker Dorian Mintzer on deciding when toi retire.More on Dr. Mintzer here: https://revolutionizeretirement.com/Produce your own podcast at www.pod617.com

  • Special Needs Trusts After the Secure Act.

    26/10/2020 Duración: 14min

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

  • What Does Divorce Mean for Your Financial Planning?

    06/10/2020 Duración: 19min

    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

  • Understanding Divorce and Financial Planning

    06/10/2020 Duración: 22min

    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

  • Estate Planning During a Pandemic

    03/10/2020 Duración: 14min

    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

  • Nora Yousif on Helping Aging Parents, part 2

    17/09/2020 Duración: 18min

    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

  • Nora Yousif: Helping Aging Parents

    06/08/2020 Duración: 20min

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

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