Marguerite and Ron help you understand trusts, wills, and estate planning — so you can build your own team and face life's biggest moments with confidence.
Approachable books that help you understand estate planning, protect your choices, and start better conversations with the people who matter most.
A practical guide to overcoming the fear and hesitation around estate planning so you can make informed decisions and have meaningful conversations with the people who matter most.
A thoughtful guide to preparing for the future, making confident decisions, and creating a life that remains fulfilling, meaningful, and resilient through every stage of aging.
A clear, practical resource that helps trustees understand their responsibilities, navigate ethical challenges, and make confident decisions during difficult family transitions.
One of the most significant cautionary tales in modern estate planning. Marguerite and Ron unpack what happened — and what...
When life throws a major health curveball, true independence comes from having the right team in place before a crisis...
The Zappos founder's cautionary tale — extraordinary success cannot protect a family from poor planning.
Marguerite Lorenz is a professional Trustee and Executor. Ron Greenwald is a CPA and Senior Real Estate Specialist. Together, they've witnessed avoidable family tragedy firsthand — and built Plan For This so it doesn't happen to you.
They don't sell estate plans or legal services. Their only goal is to teach you how to build your own team, ask the right questions, and stay in control of your future.
Our Mission →
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