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Ask Harry
By pod617.comBusiness
Ask Harry episodes
- How To Create An Ethical WillHarry 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
18 min - An Introduction to Ethical WillsHarry 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
20 min - 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.
15 min - 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.
13 min - The Ins and Outs of Homestead Declarations
Harry talks with attorney Sarah Henry about the various aspects of homestead declarations.
15 min - 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.
18 min - 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
23 min - 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
20 min - 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
24 min - 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
27 min
About Ask Harry
From the publisher's feed
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.