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 creating a life filled with purpose, security, and peace of mind. Drawing insights from the headlines of iconic figures like Jay Leno, Prince, and legendary coach Bill Belichick, she reveals how thoughtful planning can protect a legacy and bring families closer together.
With a vision for the future, Marguerite opens up about her mission to bring clarity and compassion to families facing life’s toughest transitions. This is an episode you can’t afford to miss—it just might change how you think about life and legacy.
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