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Listen "When There’s No Plan: Probate Battles in Blended Families | Plan For This Ep 4"
Episode Synopsis
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:
What happens when a remarried couple with a blended family dies without an estate plan? In this episode of Plan for This, Marguerite and Ron unpack the story of Gerald and Edna, a couple in their 90s whose sudden passing exposed the dangers of leaving no instructions behind.
With children from both sides—Mark, Susan, and Rachel—the family finds itself in conflict. Probate court, the Simultaneous Passing Act, and missing fiduciary duties complicate matters, while grief collides with resentment and legal battles. Marguerite explains how professional trustees, clear documents, and honest conversations could have prevented chaos, ensuring fairness for everyone involved.
This cautionary case study shows why every family—wealthy or not, first marriage or blended—needs a plan. Estate planning is not just about assets; it’s about protecting love, dignity, and family harmony.
👉 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.
Timestamps:
00:00 – Gerald & Edna’s story: remarriage, blended family, no plan
00:41 – The tragedy: sudden passing and no instructions
02:00 – How probate and the Simultaneous Passing Act apply
04:11 – Why families avoid estate planning conversations
05:24 – Assumptions vs. legal reality in probate
07:16 – Rachel’s perspective: stepchildren left out
08:27 – Fiduciary duty & breach of responsibility
11:08 – Sole & separate property in second marriages
13:53 – Multiple trusts: his, hers, and joint
16:54 – Step one: finding the right estate planning attorney
17:36 – Proactive planning tips for blended families
19:01 – Understanding the Simultaneous Passing Act
23:39 – Fiduciary duty: serving the estate, not yourself
26:12 – Rights of heirs and grandchildren
27:16 – Role of professional trustees as investigators
30:03 – Ethical and legal responsibilities of trustees
31:59 – Lessons from Marguerite’s personal experience
33:38 – Closing reflections: every family needs an estate plan
✨ 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.
#EstatePlanning #WillsAndTrusts #Caregiving #FinancialPreparedness #PlanForThisPodcast
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:
What happens when a remarried couple with a blended family dies without an estate plan? In this episode of Plan for This, Marguerite and Ron unpack the story of Gerald and Edna, a couple in their 90s whose sudden passing exposed the dangers of leaving no instructions behind.
With children from both sides—Mark, Susan, and Rachel—the family finds itself in conflict. Probate court, the Simultaneous Passing Act, and missing fiduciary duties complicate matters, while grief collides with resentment and legal battles. Marguerite explains how professional trustees, clear documents, and honest conversations could have prevented chaos, ensuring fairness for everyone involved.
This cautionary case study shows why every family—wealthy or not, first marriage or blended—needs a plan. Estate planning is not just about assets; it’s about protecting love, dignity, and family harmony.
👉 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.
Timestamps:
00:00 – Gerald & Edna’s story: remarriage, blended family, no plan
00:41 – The tragedy: sudden passing and no instructions
02:00 – How probate and the Simultaneous Passing Act apply
04:11 – Why families avoid estate planning conversations
05:24 – Assumptions vs. legal reality in probate
07:16 – Rachel’s perspective: stepchildren left out
08:27 – Fiduciary duty & breach of responsibility
11:08 – Sole & separate property in second marriages
13:53 – Multiple trusts: his, hers, and joint
16:54 – Step one: finding the right estate planning attorney
17:36 – Proactive planning tips for blended families
19:01 – Understanding the Simultaneous Passing Act
23:39 – Fiduciary duty: serving the estate, not yourself
26:12 – Rights of heirs and grandchildren
27:16 – Role of professional trustees as investigators
30:03 – Ethical and legal responsibilities of trustees
31:59 – Lessons from Marguerite’s personal experience
33:38 – Closing reflections: every family needs an estate plan
✨ 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.
#EstatePlanning #WillsAndTrusts #Caregiving #FinancialPreparedness #PlanForThisPodcast
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