Por: PFT Productions

Most people delay estate planning—not from indifference, but because it feels overwhelming. Plan for This makes it clear, kind, and actionable.Hosted by Marguerite Lorenz (Master Trustee & author) and Ron Greenwald (SRES®), the show mixes relatable stories, expert interviews, and step-by-step checklists so you can protect the people you love, reduce stress, and leave instructions that work when it matters. Expect plain-English conversations about wills vs. trusts, successor roles, funding your plan, beneficiary mistakes, probate timelines, taxes, medical directives, real-estate decisions, and family harmony.
Subscribe on YouTube for our video-first experience, and visit PlanForThis.com to join the free community. Want accountability and resources? Become a PlanFan for the First Steps Toolkit, automated review reminders, and member Q&A. Our long-term vision: the “Amazon of Life Planning”—a trusted hub for tools, learning, and community support.

8 episodios disponibles