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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 planning or elder law solution for each client's unique situation and goals.

  1. 1.
    Dr. Dorian Mintzer on Handling Retirement11/13/2020
    24:09
  2. 2.
    Dr. Dorian Mintzer on When To Retire10/30/2020
    25:51
  3. 3.
    Special Needs Trusts After the Secure Act.10/26/2020
    14:54
  4. 4.
    What Does Divorce Mean for Your Financial Planning?10/06/2020
    19:53
  5. 5.
    Understanding Divorce and Financial Planning10/06/2020
    22:58
  6. 6.
    Estate Planning During a Pandemic10/03/2020
    14:57
  7. 7.
    More Financial Considerations for Aging Parents09/17/2020
    18:22
  8. 8.
    Helping Aging Parents With Financial Management08/06/2020
    20:40
  1. 9.
    What Does a Special Needs Trust for a Minor Mean?07/22/2020
    32:20
  2. 10.
    Understanding First and Third Party Trusts When Special Needs Planning07/22/2020
    24:47
  3. 11.
    IRA, 401Ks and More for Financial Security06/15/2020
    23:59
  4. 12.
    401k Planning and Getting Ahead06/04/2020
    31:25
  5. 13.
    Navigate the Complexities of the Healthcare System05/18/2020
    25:45
  6. 14.
    The A, B, C & Ds of Medicare05/11/2020
    28:25
  7. 15.
    Protecting Assets for Widows04/20/2020
    24:29
  8. 16.
    Amy Lampert on financial planning for widows04/06/2020
    26:36
  9. 17.
    Cybersecurity is a Real Threat - What You Need to Know03/13/2020
    23:56
  10. 18.
    Protect Your Assets from Scams and Identity Theft02/28/2020
    24:19
  11. 19.
    How to Structure Your Long-Term Care Insurance Policy02/21/2020
    22:42
  12. 20.
    Long-Term Care Insurance Isn't a Nice-to-Have, But a Need-to-Have02/14/2020
    23:46
  13. 21.
    Why Being Part of a Community is so Important for Healthy Aging01/17/2020
    10:25
  14. 22.
    A Few More Tricks for Year End Tax Planning01/06/2020
    26:52
  15. 23.
    End of Year Tax Planning Tips12/06/2019
    22:39
  16. 24.
    Don't Let Isolation Undermine Your Later Years11/21/2019
    23:34
  17. 25.
    What to Consider When Selecting a Trustee10/31/2019
    24:25
  18. 26.
    Know Your Duties as Trustee10/07/2019
    18:31
  19. 27.
    Or So Complicated -- Specific Social Security Situations09/23/2019
    12:22
  20. 28.
    Who Knew Social Security Choices Were So Significant09/06/2019
    20:49
  21. 29.
    More Steps to "Get Your Ducks in a Row"08/02/2019
    16:08
  22. 30.
    How You Can "Get Your Ducks in a Row"07/16/2019
    25:13
  23. 31.
    Resolving Family Disputes with Mediation06/14/2019
    20:47
  24. 32.
    Family Disputes Are Hard; Mediation Can Help05/30/2019
    19:34
  25. 33.
    More Tips on How to be Second Home Savvy05/16/2019
    21:58
  26. 34.
    Are You Second Home Savvy? How to Protect Your Vacation Home for Your Family05/02/2019
    21:58
  27. 35.
    Features You May Include in Your Pet Trust04/18/2019
    13:57
  28. 36.
    Did You Know You Can Have a Trust for Your Pet?04/04/2019
    24:52
  29. 37.
    The Benefits and Risks of Revocable Trusts and Annuities for Seniors03/18/2019
    23:48
  30. 38.
    Planning Steps Seniors Can Take for Their Protection03/04/2019
    23:17

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