About
Plan For This offers great estate planning education without selling any estate plans or trust services. We do not provide legal advice. Instead, we teach you how to work with the right kind of professionals, how to express your personal preferences, and how to maintain your estate plan so it serves you well when you need it most. We want our audience and PlanFans to live with confidence, realistic optimism, and the joy of knowing you have done everything you can to leave your world a little better than you found it.
You will learn about Trusts, Wills, Durable Powers of Attorney, and Advance Health Care Directives, Beneficiary, Trustor, and Trustee roles, and so much more. Estate planning is about much more than the documents. How do you know your preferences if you have never considered your options? How can you assess your options, if you don’t know how the documents, and your chosen people, work together?
Trusts and Estates learning is nuanced, and we are here for you to explore your possibilities in the most life fulfilling way.
Be sure to register so you can be the first to learn about Marguerite’s upcoming books, our easy to understand courses, and new episodes of our podcast. We are always learning and improving so you can, too.
Our Philosophy
Our Mission
Marguerite’s personal motto is, “I’m here to learn everything I can, and to love everyone I can.” Ron has learned so much in his work as a Senior Real Estate Specialist. Together, the goal is to share what they have learned in the easiest ways for their audience to understand, without selling any estate plans.
You are more powerful than you may know. Getting your plan into proper legal writing, working with an attorney who learns and files your intention, and keeping your estate plan up to date are steps on the path to having more control when the inevitable crisis occurs; incapacity, resignation as trustee, and death. It’s not enough to have your own plan done and ready. For real peace of mind, your loved ones each need to have their own plan, too. Thanks for joining us in our effort to see everyone over 18 have a functional estate plan!
We are seeking people who plan ahead, who take responsibility for their own future, and the future of their loved ones. PlanFans are lifelong students who strive to “do the right thing”, and who love it when a good plan comes together in right action. PlanFans happily pay the low subscription cost because they want Plan For This to grow and help others become more effective by planning well. Everyone with a ready estate plan is a PlanFan!
Plan For This supports our PlanFans by providing easily accessible information, helping by offering an encouragement program, and giving the PlanFan community a safe place to connect and share ideas. Life is complicated. Will you be ready when Life asks, “Did you plan for this?” Our PlanFans say, “Yes!”
You are more powerful than you may know. Getting your plan into proper legal writing, working with an attorney who learns and files your intention, and keeping your estate plan up to date are steps on the path to having more control when the inevitable crisis occurs; incapacity, resignation as trustee, and death. It’s not enough to have your own plan done and ready. For real peace of mind, your loved ones each need to have their own plan, too. Thanks for joining us in our effort to see everyone over 18 have a functional estate plan!
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