Did You Plan for This? Facing Life’s Unknowns with Confidence | Plan for This Ep 1
Welcome to the *Plan for This Podcast*—your trusted source for estate planning, wills, trusts, caregiving, and financial preparedness.
Hosted by Marguerite Lorenz and Ron Greenwald, we simplify complex topics into clear, actionable steps that help you protect what matters most.
📌 In this epis…
Why Your Old Will Might Not Be Enough Anymore | Plan For This Ep 3
Welcome to the *Plan for This Podcast*—your trusted source for estate planning, wills, trusts, caregiving, and financial preparedness.
Hosted by Marguerite Lorenz and Ron Greenwald, we simplify complex topics into clear, actionable steps that help you protect what matters most.
📌 In this epis…
Estate Sale Secrets: What Fiduciaries & Families Need to Know | Plan for This Podcast Ep 2
Welcome to the *Plan for This Podcast*—your trusted source for estate planning, wills, trusts, caregiving, and financial preparedness.
Hosted by Marguerite Lorenz and Ron Greenwald, we simplify complex topics into clear, actionable steps that help you protect what matters most.
📌 In this epis…
When There’s No Plan: Probate Battles in Blended Families | Plan For This Ep 4
Welcome to the *Plan for This Podcast*—your trusted source for estate planning, wills, trusts, caregiving, and financial preparedness.
Hosted by Marguerite Lorenz and Ron Greenwald, we simplify complex topics into clear, actionable steps that help you protect what matters most.
📌 In this epis…
Why Choosing the Wrong Trustee Can Divide Families | Plan For This Podcast Ep. 7
What can we learn from Tom Hanks and Rita Wilson’s family story? In this episode of Plan for This, Marguerite and Ron dive into the unique estate planning challenges that blended families face—especially when fame, business, and legacy all overlap.
Welcome to the *Plan for This Podcast*—your trust…
Your Will, Your Pet, Your Fortune – What’s Actually Possible? | Plan for This Podcast
Can you really leave your entire fortune to your dog? 🐶 In this episode of Plan for This, Marguerite Lorenz and Ron Greenwald dive into the infamous case of Leona Helmsley—the "Queen of Mean"—who famously bequeathed $12 million to her Maltese, Trouble, while disinheriting her own grandchildren.
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Why a 100-Year-Old’s Story is the Ultimate Warning for Your Retirement
Is your retirement fund ready for a $36,000 monthly bill? In this episode of Plan for This, Marguerite Lorenz welcomes "Bow Tie" Tom Summers, an independent insurance agent, to pull back the curtain on the staggering costs of aging in California.
Using the real-world example of Tom’s 100-year-…
#34 – Trustee: The Job Nobody Talks About in Estate Planning
Most people don't think about estate planning until something goes wrong. As a professional trustee, Marguerite Lorenz has spent 20 years handling everything from complex situations involving special needs trusts, incapacitated clients, families at war over a rocking chair and what happens when fam…
Choosing a Trustee: Why Naming Your Kid May Be a Mistake — Marguerite Lorenz
Choosing a Trustee: Why Naming Your Kid May Be a Mistake — Marguerite Lorenz
Short answer: Naming your child as trustee, executor, or agent under your power of attorney is the default choice for most American families — and it is frequently the wrong one. In this episode of Wealth Actually, host F…
Marguerite Lorenz, Luck or Control? Why Estate Planning Matters Before Crisis Strikes
Returning guest Marguerite Lorenz is here to talk about all things trust and estate related. She has a new book, Luck or Control, The Life-Improving Power of Estate Planning,” reflecting on how a rushed, outdated will during the host’s husband’s terminal cancer diagnosis made planning urgent and li…
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