Harry S. Margolis has been representing seniors, individuals with special needs and their families since he started ElderLawServices, the predecessor of Margolis & Bloom, in June 1987.  His leadership in the field has been recognized by his peers in his selection as a Fellow of both the National Academy of Elder Law Attorneys and the American College of Trust & Estate Counsel. He has been named a “Super Lawyer” since 2005.  In 2015, Best Lawyers named him Best Lawyer in America in the practice of Elder Law and Trust and Estates., and he is the only elder law attorney to receive these honors.

But Mr. Margolis’ passion is explaining complex legal issues to consumers, to clients in his practice, to Massachusetts consumers through the information on this website and its blog, and nationally on two websites he founded: www.elderlawanswers.com and www.specialneedsanswers.com. Most recently he began answering consumer questions online at www.askharry.info. He strongly believes that the best legal solutions are achieved through the partnership of well-informed clients and attorneys who combine great technical expertise, experience and an ability to listen.

What I am covering:

  • The three great risks to any financial plan for seniors are: the need for long-term care, being the target of scams, and remarriage.

  • Proactive planning can mitigate these risks.

  • Financial planners can play a unique role in engaging their clients and their families in taking the necessary steps.

Why I am interested:

I’ve been working with individual clients and their families for more than 30 years to protect seniors and future generations through proper estate and long-term care planning.  Now, I’m trying to move beyond individual clients by spreading the word about the important steps individuals and couples can take to protect themselves, their spouse and their children and grandchildren. Financial planners as trusted advisors can play a unique role in urging their clients to plan, both on their own and in conjunction with their families. This can also work to the financial planners’ benefit by bonds with the next generation as well as with other professionals, such as attorneys and accountants.

Harry S. Margolis


My book has been updated to include the SECURE Act, Get Your Ducks in a Row: The Baby Boomers Guide to Estate Planning- 2020 Edition.