Ask Harry

By pod617.com

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 plannin... more

· Business

4.3

1010 ratings

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FAQs about Ask Harry:

How many episodes does Ask Harry have?

The podcast currently has 50 episodes available.

Ask Harry episodes:

November 18, 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
...more
18min
November 04, 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
...more
20min
June 15, 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.
...more
15min
May 28, 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.
...more
13min
May 14, 2021 The Ins and Outs of Homestead Declarations
Harry talks with attorney Sarah Henry about the various aspects of homestead declarations.
...more
15min
April 30, 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.
...more
18min
February 16, 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
...more
23min
February 08, 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
...more
20min
January 19, 2021 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: https://www.amazon.com/International-Estate-Planning-Reference-Guide/dp/1578235359
pod617.com can produce a podcast for you. Get in touch with us now at www.pod617.com/contact
...more
24min
January 08, 2021 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
pod617.com can produce a podcast for you. Get in touch with us now at www.pod617.com/contact
...more
27min

FAQs about Ask Harry:

How many episodes does Ask Harry have?

The podcast currently has 50 episodes available.