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Ep. 20 Good Estate Planning Doesn’t Predict the Future, It Ensures It
Manage episode 407333518 series 3559507
Contenido proporcionado por Ron Greenwald. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Ron Greenwald o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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.
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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/
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