Plan for This Podcast Blog
Each blog post features a full episode of the Plan for This podcast—where Marguerite and Ron turn the often–overwhelming world of estate and life planning into practical, empowering conversations. They provide great questions for you to ask your own attorney. Alongside the video, you’ll find written insights, key takeaways, and resources to help you move forward with confidence. Our goal is simple: to make sure you and your loved ones are prepared, supported, and inspired to take the next step in building your legacy.
Latest 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 Lorenz and Ron Greenwald dig […]
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 how even extraordinary success cannot […]
When Your Estate Plan Is 25 Years Outdated | Lessons from Lila & Jerry’s Case | Plan for This Ep. 13
Estate planning is not something you complete once and never revisit. Life evolves, families change, laws shift, property ownership moves, and health concerns become more complex with age. In this episode of Plan for This, Marguerite and Ron review the case of Lila and Jerry, a couple in their seventies whose estate plan has not […]