Plan for This Podcast – Full Episodes

<p>What happens when your past creates heirs you never planned for? In this episode of Plan for This, Marguerite and Ron unpack a complicated estate planning scenario involving anonymous sperm donation, hidden heirs...

<p>Most families never clearly talk about care-giving until someone is already overwhelmed. In this episode of Plan for This, Marguerite and Ron open with a short comedic clip from Joe DeVito to highlight a serious...

<p>What happens when someone with immense wealth, influence, and creativity dies without a will or trust? In this episode of Plan for This, Marguerite and Ron unpack the estate planning fallout following the death of...

<p>Your estate plan is not “set it and forget it,” and in this episode of Plan for This, Marguerite and Ron walk us through the case of Lila and Jerry, a couple whose trust and documents are more than 25 years old. What...

<p>Talking about end-of-life wishes is not morbid, it is compassionate. In this powerful episode of Plan for This, Marguerite and Ron walk through the Go Wish card deck, a tool designed to spark honest conversations...

<p>Facing mortality is difficult, however preparing for it brings clarity, comfort, and peace of mind. In this insightful episode of Plan for This, Marguerite welcomes author Greg Barnsdale, whose book Do Not Ignore...

<p>When faith, family, and finances collide, elders can become vulnerable in ways they never expected. In this episode of Plan for This, Marguerite and Ron share the story of Dolores, a 78 year old widow whose...

<p>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...

<p>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...

<p>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...

<p>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...

<p>Welcome to the *Plan for This Podcast*—your trusted source for estate planning, wills, trusts, caregiving, and financial preparedness. </p> <p>Hosted by Marguerite Lorenz and Ron Greenwald, we simplify complex topics...

<p>Welcome to the *Plan for This Podcast*—your trusted source for estate planning, wills, trusts, caregiving, and financial preparedness. </p> <p>Hosted by Marguerite Lorenz and Ron Greenwald, we simplify complex topics...

<p>Welcome to the *Plan for This Podcast*—your trusted source for estate planning, wills, trusts, caregiving, and financial preparedness. </p> <p>Hosted by Marguerite Lorenz and Ron Greenwald, we simplify complex topics...

<p>Welcome to the *Plan for This Podcast*—your trusted source for estate planning, wills, trusts, caregiving, and financial preparedness. </p> <p>Hosted by Marguerite Lorenz and Ron Greenwald, we simplify complex topics...