Ep. 20 Good Estate Planning Doesn’t Predict the Future, It Ensures It
Each of us has a duty not to leave a mess when we pass on. Proper estate planning by the expert team at Lorenz Private Trustees will do just that.
Each of us has a duty not to leave a mess when we pass on. Proper estate planning by the expert team at Lorenz Private Trustees will do just that.
Many people avoid drawing up an estate plan because they think talking about death will make it happen. But nothing could be further from the truth. Estate planning is not about predicting the future, or inviting death, it’s about your power to write down your preferences and make sure someone is willing to carry them out once you’re gone. As explained by Marguerite Lorenz of Lorenz Private Trustees, estate planning is really…empowerment planning.
In this informative and enlightening interview, Marguerite lays out everything you ever wanted to know about estate planning but didn’t know to ask. She helps her clients see their life in a new way and passes that wisdom on to you. With insightful examples and skilled storytelling, Marguerite eases the pain of estate planning and instills confidence in the process, even for those who may be spooked and hesitant. If that’s you, you will never hear a more thorough or compelling case for estate planning than this. A must-listen.
Let’s Get Social!
Website: https://www.mytrustee.net
LinkedIn: https://www.linkedin.com/in/californiatrustee/
Thank you for being here!
~ Ron Greenwald
Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025
Visit us here: https://www.greenwaldrealtyteam.com/
Produced by Imagine Podcasting https://www.imaginepodcasting.com/
Marguerite Lorenz, CTFA, CLPF, MCIT
Private Professional Trustee
Marguerite C. Lorenz, CTFA, CLPF #319, MCIT: Since 2003, Ms. Lorenz has been a managing partner of Lorenz Private Trustees and has served as a Professional Trustee and Executor on over 100 matters. Her book, Ethics for Trustees 2.0, gives further understanding to the work of a Fiduciary and its ethical considerations. Ms. Lorenz also serves as Vice-Chair of the Board for the Independent Trustee Alliance (ITA).
Marguerite's experience includes, but is not limited to, residential and commercial real estate, high net worth and ultra-high net worth families, multi-family housing, fiduciary management of corporations, coin, art and book collections, investment accounts, and vessels. Her clients have properties in California and other States. She enjoys those matters where the parent, or grandparent, has worked hard to build the family business and wishes to keep their assets in trust for the protection and enjoyment of their family, kids and grandkids.
Marguerite is a California Licensed Professional Fiduciary (#319), a Certified Trust and Fiduciary Advisor (CTFA) #87097, and a Master Certified Independent Trustee (MCIT) through the ITA. She has been awarded Certification through the Institute of Certified Bankers/American Bankers Association. She is a Graduate of the National Trust School, American Bankers Association at Northwestern University and holds a Certificate in Professional Fiduciary Management for Trustees from California State University, Fullerton.
Listen On