Ask Harry

Ask Harry

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.
50 episodios disponibles

Latest episodes of the podcast Ask Harry

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What Does a Special Needs Trust for a Minor Mean? 22/07/2020
Understanding First and Third Party Trusts When Special Needs Planning 22/07/2020
IRA, 401Ks and More for Financial Security 15/06/2020
401k Planning and Getting Ahead 04/06/2020
Navigate the Complexities of the Healthcare System 18/05/2020
The A, B, C & Ds of Medicare 11/05/2020
Protecting Assets for Widows 20/04/2020
Amy Lampert on financial planning for widows 06/04/2020
Cybersecurity is a Real Threat - What You Need to Know 13/03/2020
Protect Your Assets from Scams and Identity Theft 28/02/2020
How to Structure Your Long-Term Care Insurance Policy 21/02/2020
Long-Term Care Insurance Isn’t a Nice-to-Have, But a Need-to-Have 14/02/2020
Why Being Part of a Community is so Important for Healthy Aging 17/01/2020
A Few More Tricks for Year End Tax Planning 06/01/2020
End of Year Tax Planning Tips 06/12/2019
Don’t Let Isolation Undermine Your Later Years 21/11/2019
What to Consider When Selecting a Trustee 31/10/2019
Know Your Duties as Trustee 07/10/2019
Or So Complicated -- Specific Social Security Situations 23/09/2019
Who Knew Social Security Choices Were So Significant 06/09/2019
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