49
Nov. 20, 2024
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