Plan For This
Most people delay estate planning—not from indifference, but because it feels overwhelming. Plan for This makes it clear, kind, and actionable. Hosted by Marguerite Lorenz (Master Trustee & author) and Ron Greenwald (SRES®), the show mixes relatable stories, expert interviews, and step-by-step checklists so you can protect the people you love, reduce stress, and leave instructions that work when it matters. Expect plain-English conversations about wills vs. trusts, successor roles, funding your plan, beneficiary mistakes, probate timelines, taxes, medical directives, real-estate decisions, and family harmony. Subscribe on YouTube for our video-first experience, and visit PlanForThis.com to join the free community. Want accountability and resources? Become a PlanFan for the First Steps Toolkit, automated review reminders, and member Q&A. Our long-term vision: the “Amazon of Life Planning”—a trusted hub for tools, learning, and community support.
Episodes
When Debbie Reynolds and her daughter Carrie Fisher passed away just one day apart, the world mourned their loss—but estate planners saw another story beneath the headlines. What happens when two generations pass in rapid succession? Who inherits first, and how does the law determine ownership, timing, and taxes?
In this episode of Plan for This, Marguerite and Ron unpack the estate planning lessons from the Reynolds–Fisher family....
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 trusted source for estate planning, wills, trusts, caregiving, and financial preparedness.
Hosted by Marguerite Lorenz and Ron Greenwald, we...
When comedy legend Jay Leno petitioned the court to become conservator for his wife Mavis, the headlines caught everyone’s attention. But behind the celebrity story lies a universal truth—conservatorship can happen to any family that doesn’t have a complete estate plan in place.
In this episode of Plan for This, Marguerite and Ron unpack the Leno case to explain how conservatorships work, what capacity means, and how simple documen...
What happens when grief, aging, and fear of dependence collide? In this episode of Plan for This, Marguerite and Ron walk through the story of Meredith, a 73-year-old widow facing cognitive decline, lingering grief, and the difficult question of who will care for her as she grows older.
With her daughter Eliza stepping in as a natural caregiver, Meredith struggles with the tension between wanting independence and needing support. M...
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 episode: What happens when a remarried couple with a blended family dies without an estate plan? In this episode of Plan for This, Marguerit...
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 episode: What happens when your estate plan relies on a will and a testamentary trust—only for your attorney and successor trustee to pass a...
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 episode: Ever wondered what really happens during an estate cleanout? In this episode of Plan for This, Marguerite and Ron welcome Todd Step...
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 episode: Life doesn’t always go as planned—and that’s exactly why planning ahead matters. In this episode of Plan for This, Marguerite and R...
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