Seniors | Navigating the Complexities of Estate Planning with Marguerite Lorenz

In this episode of the On The Mark Financial Forum, Mark Maimon interviews Marguerite Lorenz, a private trustee and executor, who shares her insights on the importance of estate planning. They discuss the role of a trustee, the necessity of keeping estate plans updated, and the emotional and financial implications of estate management. Marguerite emphasizes the need for professional guidance, the impact of family dynamics, and the various financial tools available for managing care and real estate. The conversation highlights the importance of proactive planning and communication in ensuring a smooth transition for families during challenging times.