Estate Sale Secrets: What Fiduciaries & Families Need to Know | Plan for This Podcast Ep 2

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:  Ever wondered what really happens during an estate cleanout? In this episode of Plan for This, Marguerite and Ron welcome Todd Stephenson, owner of Estate Sale Warehouse, to uncover the truth about estate sales, consignment, and how fiduciaries and families can make the right choices when dealing with a house full of belongings. From classic cars and mid-century furniture to thrift shop finds and hidden treasures, Todd shares his 31 years of experience helping families downsize, clear estates, and avoid common pitfalls in the resale market. You’ll learn why not everything is as valuable as it seems, the surprising risks of traditional estate sales, and how modern consignment models create transparency and fairness for beneficiaries. Whether you’re a trustee, fiduciary, or a family member simply preparing for life’s transitions, this episode delivers expert insight with compassion and real-world stories.

👉 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 – Introduction & sponsor messages  01:19 – Meet guest Todd Stephenson (Estate Sale Warehouse)  03:00 – From thrift shops to classic cars: Todd’s early story  08:46 – Walking into a house: how estate evaluations begin  10:58 – What has value (and what doesn’t) in today’s market  13:22 – How consignment works & why it’s transparent  15:54 – The risks of traditional estate sales  18:37 – Why you should never throw anything away  21:05 – Hidden treasures & surprising finds  24:51 – The true costs of estate sales  26:41 – Generational shifts in resale demand  28:18 – Can Todd help outside California?  30:55 – Consulting, transparency & fiduciary responsibilities  33:39 – Security, emotions & family dynamics  34:38 – Passion for helping families solve estate challenges  37:20 – Closing reflections

✨ 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