Marguerite & Ron, in studio
We teach you how trusts, wills, and estate plans actually work — without selling you any services (we don’t write estate plans or offer trust administration). Our only goal is to help you build the right team and face life's big moments with confidence. Here, you can buy easy to understand books (link), join our community (you will get our First Steps Toolkit for free)(link), and watch/listen to our podcasts.
Plan For This offers estate planning education without selling any plans or legal services. We teach you how to work with the right professionals, express your preferences, and maintain your plan so it serves you when you need it most.
You'll learn about Trusts, Wills, Durable Powers of Attorney, and Health Care Directives — and how all the pieces work together.
Marguerite joined her stepmom's fiduciary practice in the early 2000s and found her calling serving as a professional Trustee and Executor for people from all walks of life. Her personal motto: "I'm here to learn everything I can, and to love everyone I can."
Ron achieved his MBA and CPA before finding his calling serving older people through major life transitions. He and Marguerite have worked together on dozens of trust-related home sales, building a lasting friendship and shared mission to help everyone plan ahead.
PlanFans plan ahead. They take responsibility for their own future and the future of their loved ones. They're lifelong learners who strive to do the right thing — and love it when a good plan comes together.
Get your estate plan into proper legal writing before a crisis forces the issue.
For real peace of mind, your loved ones each need their own plan too.
Estate planning evolves. Stay updated as laws change and your life changes with them.
Get planning resources, book updates, and new episodes delivered to your inbox — plus instant access to the free First Steps Toolkit.