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Our guest on the podcast today is Harry Margolis. Harry has been representing seniors, individuals with special needs, and their families since he started ElderLaw Services, the predecessor of Margolis Bloom & D’Agostino in June 1987. His firm helps clients pay for long-term care, manage the incapacity of a family member, and plan for safe and productive futures for their children and grandchildren. Harry served as editor of the ElderLaw Report, a monthly newsletter for attorneys, for three decades. He has been selected as a fellow of both the National Academy of Elder Law Attorneys and the American College of Trust and Estate Council. He has founded two websites and answers consumer questions online at www.askharry.info. In addition, Harry writes about eldercare issues on his Substack, Risking Old Age in America, also known as okayboomer.substack.com, and has a podcast with the same name.

Episode Highlights

00:00:00 Margolis’ Path to Elder Law

00:04:15 Aging Clients, Estate Planning, and Long-Term Care

00:08:29 Aging In Place and Medicare Misconceptions

00:15:45 Estate Planning Paperwork and DIY Planners

00:21:26 Power of Attorney Mistakes, Living Wills, and Healthcare Coordination

00:27:06 Caregiving, Money Conversations, and Common Financial Mistakes

00:31:51 Benefits of NORCs

00:34:07 Special Needs Planning: Housing, Trusts, and Expectations

More From The Long View

Sally Balch Hurme: Getting Your Affairs in Order as You Get Older

Joy Loverde: Planning Ahead for Care Needs as You Get Older

Beth Pinsker: Lessons From ‘My Mother’s Money’

If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com.

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