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 <a href='https://gervaiswealthmanagement.com/'>https://gervaiswealthmanagement.com/</a>
Get your own show! <a href='http://pod617.com/'>pod617.com</a> can produce a podcast for you. Get in touch with us now at <a href='http://www.pod617.com/contact'>www.pod617.com/contact</a>

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 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 <a href="https://gervaiswealthmanagement.com/" rel="noopener noreferrer">https://gervaiswealthmanagement.com/</a>
Get your own show! <a href="http://pod617.com/" rel="noopener noreferrer">pod617.com</a> can produce a podcast for you. Get in touch with us now at <a href="http://www.pod617.com/contact" rel="noopener noreferrer">www.pod617.com/contact</a>

How To Pass On Your Wealth

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.

Business

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.

The podcast that answers your questions on estate planning and interviews industry experts who share tips.  Harry's law firm Margolis &amp; Bloom works with its clients to find the best estate planning or elder law solution for each client's unique situation and goals.

Share How To Pass On Your Wealth

Sign up to save your podcasts

How To Pass On Your Wealth

How To Pass On Your Wealth