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Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get Your Ducks in a Row

Putting off planning your estate because you don’t know where to start?

This simple-yet-comprehensive guide provides everything you need to know (in plain English) to secure your future—and your family’s.

Sample Chapters from the Book

Ask Harry Podcast

Listen to the latest from Harry

I am an avid listener of your podcast. I am also devouring your new book. My wife kids me that I am always carrying it these days. (even reading during the Pats game) Thank you for sharing all your knowledge.”

– Frank Sweeney

Harry’s Estate Planning Tips

Does Step-Up in Basis at Death of Joint Owner Apply Only to Her Half of Real Estate?

Question: Brother and sister owned highly-appreciated real estate jointly with rights of survivorship.  Sister passed last year so now brother owns it 100% and would like to move it to an irrevocable trust for Medicaid planning purposes. Ideally, he wants his sister’s stepped-up half of the property to be outside of his taxable estate and […]

Ask Harry Margolis: Answers to your estate planning questions so you can take care of your family and yourself

Who is Harry?

Harry Margolis, Esq. has been representing seniors, individuals with special needs and their families since 1987.

Since then, he and his firm as a whole have helped thousands of clients pay for long-term care, grapple with the incapacity of a family member, and plan for safe and productive futures for their children and grandchildren.

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