Welcome to Plan For This
Welcome to Plan For This where we get you ready to answer Life’s big questions. Will you be ready when Life asks, “Did you plan for this?” Spend time in our community, engage in our podcast experience, and learn with us so you can say, “YES, I planned for this!”
Ron and Marguerite do not sell any estate plans, Estate Planning Services, or fiduciary services. Our goal is to teach listeners how to build their own estate plan and team.
If you’re looking to find qualified professionals, please visit the Independent Trustee Alliance (non-profit association) Directory. There you will find professionals all over the country offering all kinds of services.
Visit our sponsor page to learn more about their specific services. We carefully select sponsors because we know how challenging it is to find the right resources. We care about you, and we want your feedback on your experiences which you can share with us, here.
Your support means that we can focus on your needs, so thank you in advance for making your purchases through our site.
Recent Episodes
The $12 Million Maltese: What the Leona Helmsley Case Teaches Us About Pet Trusts and Legacy
We’ve all heard the tabloid headlines: “The Queen of Mean Leaves Millions to Her Dog.” While it sounds like a plot from a movie, the estate of Leona Helmsley is one of the most significant cautionary tales in modern estate planning. In our latest episode of Plan for This, Marguerite […]
Recovering with Dignity: How to Build a Care Team on Your Terms
When life throws a major health curveball—like the listener in our latest episode who suffered a shattered pelvis in a skiing accident—the first instinct is often to “just handle it.” But as Marguerite Lorenz and Ron Greenwald discuss, true independence during recovery comes from having the right team in place.
Tony Hsieh’s Estate | What Happens When You Die Without a Will? | Plan for This Ep. 14
Tony Hsieh, the visionary founder of Zappos, was known for creativity, generosity, and unconventional thinking. But when he died without a will or trust, his estate became a cautionary tale of what happens when legacy planning is left undone. In this episode of Plan for This, Marguerite and Ron explore […]
Our Story
Marguerite Lorenz joined her stepmom’s fiduciary practice in the early 2000’s and found her true calling serving as a professional Trustee and Executor for many different people from various backgrounds. A few years into her career, she met Ron Greenwald. Ron had already achieved his MBA and CPA when he found his calling in serving older people who were in their home transition, moving from isolation to senior communities for better care, and better living.
Marguerite and Ron have worked together as Trustee and Senior Real Estate Specialist on dozens of home sales and discovered a deep lasting friendship. They share a passion for living well, increasing healthspan, and the joy that comes with knowing you have done your best. “Plan For This” is the natural result of all the avoidable tragedy Ron and Marguerite have witnessed firsthand, and their deep desire to help others thrive through the life improving power of estate planning.
PlanFan Community
PlanFans understand the value of planning, and encourage their loved ones to plan ahead, too. Our PlanFan community shares great ideas, as we seek proper legal advice, organize, and update our estate plans for the best outcomes everywhere. Will we be ready when Life asks, “Did you plan for this?” Yes!!
You can join for free with just your email address and receive a Starter Check List, along with periodic updates by email.
Subscribe (coming soon, join the community to be the first to know when we launch!) to become a PlanFan and receive your “First Steps Toolkit” (a $300 value) which will save you time and money in hiring the right attorney for you, guide you through your estate planning journey, and give you clear instructions as to what to do once your estate plan is complete for better results.
Let’s consider the needs of your future vulnerable self, together. Do we “age in place” or find the right assisted living residence? How do we feel about topics like money, death, investments, aging, blended family, estate planning, and personal organization? We explore these topics and more, gaining deeper understanding, becoming more confident, and then being able to communicate our wishes clearly and firmly.
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