Harry Margolis: How to Confront Aging Challenges Head-On
The Long View
Morningstar
4.6 • 915 Ratings
🗓️ 14 April 2026
⏱️ 44 minutes
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| 0:00.0 | Please stay tuned for important disclosure information at the conclusion of this episode. |
| 0:05.0 | Hi, and welcome to the Longview. I'm Amy Arnaut, portfolio strategist for Morningstar. |
| 0:12.0 | And I'm Christine Benz, Director of Personal Finance and Retirement Planning for Morning Star. |
| 0:17.0 | Our guest on the podcast today is Harry Margolis. Harry has been representing seniors, individuals with special needs, and their families since he started Elder Law Services, |
| 0:27.6 | the predecessor of Margolis, Blom, and Dagestino in June, 1987. |
| 0:32.6 | His firm helps clients pay for long-term care, manage the incapacity of a family member, |
| 0:39.7 | and plan for safe and productive futures for their children and grandchildren. |
| 0:44.6 | Harry served as editor of the Elder Law Report, a monthly newsletter for attorneys for three decades. |
| 0:51.0 | 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. |
| 1:00.6 | He has founded two websites and answers consumer questions online at www. |
| 1:06.2 | ask harry. info. In addition, Harry writes about elder care issues on his substack, |
| 1:13.3 | risking old age in America, also known as okayboomer.substack.com, and has a podcast with the same |
| 1:21.0 | name. Harry, welcome to the Longview. I'm happy to be here. We wanted to start out by talking a little bit about your |
| 1:30.3 | background. Can you tell us how you first became interested in elder law as a specialty? |
| 1:37.4 | Wow, that goes back a ways, and it was very much by chance. I was working for a larger law firm in Boston. And at the time, as part of |
| 1:47.4 | the pro bono commitment, they staffed one position at Greater Boston Elderly Legal Services. |
| 1:53.6 | And I went over there for what was originally going to be a four-month stint. I found out about |
| 1:59.6 | elder law when the field was in its infancy. |
| 2:02.8 | I ended up staying at Legal Services Office for seven months and then going out on my own and |
| 2:07.6 | hanging a shingle to do elder law. |
| 2:10.4 | So what were the aspects of elder law that attracted you in the beginning? |
| 2:16.5 | So it seemed like a field of law, I think it is a field of law, |
... |
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