Did You Plan for This? Facing Life’s Unknowns with Confidence | Plan for This Ep 1

Welcome to the *Plan for This Podcast*—your trusted source for estate planning, wills, trusts, caregiving, and financial preparedness.  

Hosted by Marguerite Lorenz and Ron Greenwald, we simplify complex topics into clear, actionable steps that help you protect what matters most.  

📌 In this episode: 
Life doesn’t always go as planned—and that’s exactly why planning ahead matters. In this episode of Plan for This, Marguerite and Ron share powerful stories and professional insights about the importance of life planning through estate planning.
From unexpected health crises to the realities of probate court, they uncover why every adult—regardless of age, wealth, or family size—needs a plan in place. Marguerite draws on decades of experience as a professional trustee and executor to explain how tools like advanced healthcare directives, powers of attorney, and thoughtful conversations with loved ones can protect both your independence and your family’s harmony.
You’ll discover why planning is about more than legal documents—it’s about creating peace of mind, reducing fear, and ensuring your legacy reflects the life you want to be remembered for.

👉 Become a PlanFan today and get access to our First Steps Toolkit, member-only support, and reminders to keep your plan current. Visit www.PlanForThis.com to join our community and take control of your legacy with confidence. Will you be ready when Life asks, “Did you plan for this?”
Timestamps:
 00:00 – Facing life’s unknowns: why we avoid planning
 02:09 – What “being ready” really means
 03:30 – Why most people avoid estate planning
 05:57 – Defining your legacy and choices for the future
 07:37 – The challenge of talking with family about planning
 10:45 – How probate code affects those without a plan
 12:49 – Why planning isn’t just for the wealthy or elderly
 15:13 – Lessons from family experiences
 16:28 – Resources, attorneys, and where to begin
 17:52 – 9 out of 10 people lack documents: a medical perspective
 19:06 – Why “just being married” isn’t enough
 20:51 – Unmasking the mystery of life planning
 22:29 – Relief and empowerment from getting documents done
 24:07 – Building family harmony through proactive planning
 25:49 – Sibling rivalry, tough conversations, and family dynamics
 27:12 – Why leadership means getting your own plan done
 28:28 – Estate planning as your “oxygen mask”
 29:56 – The caregiver’s burden and why planning matters
 31:16 – Estate planning as practical self-love
 33:11 – 100% of families face this reality
 34:38 – Marguerite’s final message: protect love, protect family

✨ What You’ll Learn on This Channel:  
- Estate planning basics (wills, trusts, probate, and more)  
- Executor and trustee responsibilities explained  
- Family caregiving, financial preparedness, and legacy planning  
- Real stories, expert insights, and practical tools  

👉 Subscribe for weekly episodes: @PlanForthis
👉 Join our PlanFan community: https://planforthis.com/ 

Because when life asks, *“Did you plan for this?”*—you’ll be ready.  

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