When Debbie Reynolds and her daughter Carrie Fisher passed away just one day apart, the world mourned their loss—but estate planners saw another story beneath the headlines. What happens when two generations pass in rapid succession? Who inherits first, and how does the law determine ownership, timing, and taxes?
In this episode of Plan for This, Marguerite and Ron unpack the estate planning lessons from the Reynolds–Fisher family. They discuss how timing, titling, and successor planning can drastically alter outcomes for beneficiaries, and why every family—celebrity or not—should prepare for the unexpected.
Through empathy and expertise, Marguerite explains how joint ownership, trusts, and proper documentation can prevent family turmoil. This case study is more than Hollywood history—it’s a masterclass in love, legacy, and the importance of planning ahead.
👉 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 – Remembering Debbie Reynolds and Carrie Fisher 01:30 – The emotional and legal realities of simultaneous passing 03:00 – How timing affects inheritance and asset distribution 05:10 – Understanding “chain of title” in estate law 07:05 – Successor trustees: who steps in and when 09:20 – How to handle joint accounts and real property 11:15 – Managing intellectual property rights and royalties 13:45 – Fiduciary duties during grief 16:20 – Protecting family harmony through transparency 19:15 – Lessons for every generation 22:00 – Closing reflections: love, legacy, and preparation
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
CrimeLess: Hillbilly Heist
It’s 1996 in rural North Carolina, and an oddball crew makes history when they pull off America’s third largest cash heist. But it’s all downhill from there. Join host Johnny Knoxville as he unspools a wild and woolly tale about a group of regular ‘ol folks who risked it all for a chance at a better life. CrimeLess: Hillbilly Heist answers the question: what would you do with 17.3 million dollars? The answer includes diamond rings, mansions, velvet Elvis paintings, plus a run for the border, murder-for-hire-plots, and FBI busts.