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
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More Steps to "Get Your Ducks in a Row"
02/08/2019 Duración: 16minDavid Yas continues his discussion with Harry on basic steps Baby Boomers can take for themselves, their children and their grandchildren.
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How You Can "Get Your Ducks in a Row"
16/07/2019 Duración: 25minWe turn the tables as David Yas interviews Harry about his new book "Get Your Ducks in a Row: The Baby Boomers Guide to Estate Planning."
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Resolving Family Disputes with Mediation
14/06/2019 Duración: 20minHarry continues to chat with Crystal Thorpe, a mediator & trainer at Elder Decisions about how mediation can help families resolve their disagreements..
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Family Disputes Are Hard; Mediation Can Help
30/05/2019 Duración: 19minHarry chats with Crystal Thorpe, a mediator & trainer at Elder Decisions about how mediation can help families resolve their disagreements.
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More Tips on How to be Second Home Savvy
16/05/2019 Duración: 21minHarry Margolis continues his discussion with 'Second Home Savvy' authors Tim Borchers and Chris Cahill about steps you can take make sure your vacation home continues to keep your family together and not break it apart.
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Are You Second Home Savvy? How to Protect Your Vacation Home for Your Family
02/05/2019 Duración: 21minHarry talks with 'Second Home Savvy' authors Tim Borchers of Borchers Trust Law and Chris Cahill of 12 Points Wealth Management about best practices for preserving your vacation home for your family.
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Features You May Include in Your Pet Trust
18/04/2019 Duración: 13minCanton Mass. attorney Brian Mahoney (www.attybrianmahoney.com/) continues his explanation of features to include in your pet trust to protect your pet when you no longer canwww.pod617.com/askharry
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Did You Know You Can Have a Trust for Your Pet?
04/04/2019 Duración: 24minCanton Mass. attorney Brian Mahoney (http://www.attybrianmahoney.com/) joins Harry to talk about the best way to protect pets after you can no longer care for them.www.pod617.com/askharry
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The Benefits and Risks of Revocable Trusts and Annuities for Seniors
18/03/2019 Duración: 23minHarry continues his conversation with Larry Frolik on protecting seniors through the use of revocable trusts and annuities.
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Planning Steps Seniors Can Take for Their Protection
04/03/2019 Duración: 23minHarry Margolis chats with recently retired law Professor Larry Frolik of the University of Pittsburgh on a litany of subjects connected to protecting the wealth of seniors.