This episode of The Ron Greenwald Show explores the intricacies of estate planning with guest Marguerite Lorenz, partner at Lorenz Private Trustees. Marguerite emphasizes the critical role of fiduciaries and the value of proper estate planning in ensuring family harmony and financial security. She highlights essential documents, including trusts, wills, and powers of attorney, that empower individuals to control their legacy.
Marguerite advocates for professional trustees over family members, citing reduced liability and expertise in managing complex responsibilities. The episode discusses real-life scenarios, including the fictional case of Joey and Esmeralda, to illustrate common pitfalls and solutions in estate planning, such as cohabitation agreements, life estates, and advanced healthcare directives.
The discussion also touches on Marguerite’s advocacy through the Independent Trustee Alliance and her future projects, including a podcast titled Plan For This and upcoming books. Ron and Marguerite stress the importance of proactive planning for peace of mind and family unity.
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Sage Legacy Properties | Greenwald Realty Team
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