Question: Mom owned a life insurance policy on my father, who recently passed away. They named us kids as the beneficiaries. There was some cash value. When Mom eventually applies for Medicaid, will they look at that as gifting? Response: They shouldn’t. Your mother didn’t transfer anything to you at the time of your father’s […]
Have a question for Harry?
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
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.