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Synopsis

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.

Episodes

  • Lori Gervais and Teaching Kids To Be Stewards of Wealth

    Lori Gervais and Teaching Kids To Be Stewards of Wealth

    16/02/2021 Duration: 22min

    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

  • Lori Gervais and How To Pass On Your Wealth

    Lori Gervais and How To Pass On Your Wealth

    08/02/2021 Duration: 19min

    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

  • Answering all of Your International Estate Planning Questions

    Answering all of Your International Estate Planning Questions

    19/01/2021 Duration: 23min

    Harry continues his talk with Melissa Langa of Bove & Langa on the subject of international estate planning,More on Melissa at www.bovelanga.comFind Melissa's book, International Estate Planning: A Reference Guide, here: https://www.amazon.com/International-Estate-Planning-Reference-Guide/dp/1578235359pod617.com can produce a podcast for you. Get in touch with us now at www.pod617.com/contact

  • International Estate Planning Answers

    International Estate Planning Answers

    08/01/2021 Duration: 26min

    Harry talks with Melissa Langa of Bove & Langa on the subject of international estate planning, More on Melissa at www.bovelanga.comFind Melissa's book, International Estate Planning: A Reference Guide, here: https://www.amazon.com/International-Estate-Planning-Reference-Guide/dp/1578235359pod617.com can produce a podcast for you. Get in touch with us now at www.pod617.com/contact

  • Where You Need to be at 75

    Where You Need to be at 75

    22/12/2020 Duration: 29min

    Harry continues his chat with holistic planner and host of the TV show Master Your Future Rajiv Nagaich on the subject of where one needs to be at age 75 when it comes to estate planning.

  • There is a New Brand of Estate Planning in Elder Law

    There is a New Brand of Estate Planning in Elder Law

    08/12/2020 Duration: 21min

    Harry chats with Rajiv Nagaich, an elder law attorney licensed to practice in the State of Washington. Rajiv teaches elder law at the University of Washington as an adjunct professor and guest lectures at other Law Schools. More info: https://lifepointlaw.com/rajiv-nagaich/

  • Dr. Dorian Mintzer on Handling Retirement

    Dr. Dorian Mintzer on Handling Retirement

    13/11/2020 Duration: 24min

    Harry talks with Retirement Coach and Retirement Speaker Dorian Mintzer on how to manage retirement.More on Dr. Mintzer here: https://revolutionizeretirement.com/Produce your own podcast at www.pod617.com

  • Dr. Dorian Mintzer on When To Retire

    Dr. Dorian Mintzer on When To Retire

    30/10/2020 Duration: 25min

    Harry talks with Retirement Coach and Retirement Speaker Dorian Mintzer on deciding when toi retire.More on Dr. Mintzer here: https://revolutionizeretirement.com/Produce your own podcast at www.pod617.com

  • Special Needs Trusts After the Secure Act.

    Special Needs Trusts After the Secure Act.

    26/10/2020 Duration: 14min

    Harry talks with his colleague Laura Goodman about retirement plans payable to special needs trusts after the Secure Act.

  • What Does Divorce Mean for Your Financial Planning?

    What Does Divorce Mean for Your Financial Planning?

    06/10/2020 Duration: 19min

    Harry continues his talk with financial planner Gabrielle Clemens about the intersection of financial planning and divorce. More on Gabrielle: https://us.rbcwealthmanagement.com/clemenswmg/about-our-team

  • Understanding Divorce and Financial Planning

    Understanding Divorce and Financial Planning

    06/10/2020 Duration: 22min

    Harry talks with financial planner Gabrielle Clemens about the intersection of financial planning and divorce. More on Gabrielle: https://us.rbcwealthmanagement.com/clemenswmg/about-our-team

  • Estate Planning During a Pandemic

    Estate Planning During a Pandemic

    03/10/2020 Duration: 14min

    Harry is joined by his colleague Laura Goodman to discuss estate planning in the age of the coronavirus. More on Laura: http://www.margolis.com/laura-goodmanA production of The Boston Podcast Network. Interested in your own podcast? Visit www.pod617.com

  • Nora Yousif on Helping Aging Parents, part 2

    Nora Yousif on Helping Aging Parents, part 2

    17/09/2020 Duration: 18min

    Harry continues his talk with Nora Yousif of Empower Wealth Management on financial considerations for aging parents. More on Nora: https://us.rbcwealthmanagement.com/empowerwealthgroup/contact

  • Nora Yousif: Helping Aging Parents

    Nora Yousif: Helping Aging Parents

    06/08/2020 Duration: 20min

    Harry talks with Nora Yousif of Empower Wealth Management on financial considerations for aging parents. More on Nora: https://us.rbcwealthmanagement.com/empowerwealthgroup/contact

  • What Does a Special Needs Trust for a Minor Mean?

    What Does a Special Needs Trust for a Minor Mean?

    22/07/2020 Duration: 32min

    Harry chats with Kevin Urbatsch,  a nationally recognized attorney in estate and settlement planning for persons with disabilities. Kevin serves as National Director of the Academy of Special Needs Planners (ASNP), a national organization of special needs and settlement planning professionals.

  • Understanding First and Third Party Trusts When Special Needs Planning

    Understanding First and Third Party Trusts When Special Needs Planning

    22/07/2020 Duration: 24min

    Harry continues his chat with Kevin Urbatsch, a nationally recognized attorney in estate and settlement planning for persons with disabilities. Kevin serves as National Director of the Academy of Special Needs Planners (ASNP), a national organization of special needs and settlement planning professionals.

  • IRA, 401Ks and More for Financial Security

    IRA, 401Ks and More for Financial Security

    15/06/2020 Duration: 23min

    Harry comntinues his chat with Chad Gutner of Samuel Financial. More on Chad at https://samuelfinancial.com/chad-gutner/

  • 401k Planning and Getting Ahead

    401k Planning and Getting Ahead

    04/06/2020 Duration: 31min

    Harry chats with Chad Gutner of Samuel Financial. More on Chad at https://samuelfinancial.com/chad-gutner/

  • Navigate the Complexities of the Healthcare System

    Navigate the Complexities of the Healthcare System

    18/05/2020 Duration: 25min

    Harry talks with Dianne Savastano, Founder and Principal of Healthassist, a Massachusetts-based company founded in 2004 that specializes in helping clients navigate the complexities of the healthcare system. Dianne Savastano is Founder and Principal of Healthassist, a Massachusetts-based company founded in 2004 that specializes in helping clients navigate the complexities of the healthcare system.Beginning as a registered nurse providing direct patient care, Dianne’s 25-year career includes roles as a hospital, insurance and employee benefits executive and as a management consultant. Her experience has taught her to ensure that the healthcare consumer is at the center of the healthcare equation.A frequent, sought-after speaker, Dianne has delivered programs covering a wide range of critical healthcare-related topics covering patient advocacy, Medicare choices, healthcare reform and more. In addition, she has been interviewed in both national and local media, including Boston Women’s Business, The Detroit Fre

  • The A, B, C  Ds of Medicare

    The A, B, C & Ds of Medicare

    11/05/2020 Duration: 28min

    Harry talks with Dianne Savastano,  Founder and Principal of Healthassist, a Massachusetts-based company founded in 2004 that specializes in helping clients navigate the complexities of the healthcare system. Dianne Savastano is Founder and Principal of Healthassist, a Massachusetts-based company founded in 2004 that specializes in helping clients navigate the complexities of the healthcare system.Beginning as a registered nurse providing direct patient care, Dianne’s 25-year career includes roles as a hospital, insurance and employee benefits executive and as a management consultant. Her experience has taught her to ensure that the healthcare consumer is at the center of the healthcare equation.A frequent, sought-after speaker, Dianne has delivered programs covering a wide range of critical healthcare-related topics covering patient advocacy, Medicare choices, healthcare reform and more. In addition, she has been interviewed in both national and local media, including Boston Women’s Business, The D

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