In response to the devastating wildfires in LA, we’re bringing you a special episode of The Ron Greenwald Show. I’m joined by Marguerite Lorenz, who shares her powerful story of losing her home to a fire and finding the strength to rebuild. Her experience offers a heartfelt perspective for anyone affected by the LA fires or seeking hope during difficult times.

Marguerite’s insights couldn’t be more meaningful right now as she shares her personal story of loss, the strength it took to rebuild, and the lessons she’s learned along the way. Whether you’ve been impacted by wildfires or simply want to hear an inspiring story of courage, please tune in.

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Sage Legacy Properties | Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Produced by 2POINT
2pointagency.com

This episode of The Ron Greenwald Show explores the intricacies of estate planning with guest Marguerite Lorenz, partner at Lorenz Private Trustees. Marguerite emphasizes the critical role of fiduciaries and the value of proper estate planning in ensuring family harmony and financial security. She highlights essential documents, including trusts, wills, and powers of attorney, that empower individuals to control their legacy.

Marguerite advocates for professional trustees over family members, citing reduced liability and expertise in managing complex responsibilities. The episode discusses real-life scenarios, including the fictional case of Joey and Esmeralda, to illustrate common pitfalls and solutions in estate planning, such as cohabitation agreements, life estates, and advanced healthcare directives.

The discussion also touches on Marguerite’s advocacy through the Independent Trustee Alliance and her future projects, including a podcast titled Plan For This and upcoming books. Ron and Marguerite stress the importance of proactive planning for peace of mind and family unity.

Let’s Get Social!

Facebook: https://www.facebook.com/GreenwaldRealtyTeam
Instagram: https://www.instagram.com/rongreenwald/
Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvw
Linkedin: https://www.linkedin.com/in/company/greenwald-realty-team
Website: https://www.greenwaldrealtyteam.com/

Sage Legacy Properties | Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Produced by 2POINT | 2POINTAGENCY.com

In this heartfelt episode, Ron Greenwald welcomes Marguerite Lorenz—trailblazer, entrepreneur, author, public speaker, and co-founder of Lorenz Private Trustees, serving individuals and families as an independent third party with the utmost care and respect for privacy. Together, they explore Marguerite’s inspiring journey, rooted in family, love, and the life-changing consequences of thoughtful planning.

Marguerite shares her “aha moment” that estate planning isn’t about preparing for death but creating a life filled with purpose, security, and peace of mind. Drawing insights from the headlines of iconic figures like Jay Leno, Prince, and legendary coach Bill Belichick, she reveals how thoughtful planning can protect a legacy and bring families closer together.

With a vision for the future, Marguerite opens up about her mission to bring clarity and compassion to families facing life’s toughest transitions. This is an episode you can’t afford to miss—it just might change how you think about life and legacy.

Let’s Get Social!

Facebook | Instagram | Youtube | Linkedin | Website

Sage Legacy Properties | Greenwald Realty Team
Seniors Real Estate Specialists
(844) 782-9674
DRE 01264025

Produced by 2POINT | 2POINTAGENCY.com