# 34 The Job Nobody Talks About in Estate Planning episode artwork

EPISODE · Jul 13, 2026 · 1H 24M

# 34 The Job Nobody Talks About in Estate Planning

from Smart Money Conversations · host Brett Croft, CFP®, CFA®, CTFA® and Chris Tabish

Most people don't think about estate planning until something goes wrong. As a professional trustee, Marguerite Lorenz has spent 20 years handling everything from complex situations involving special needs trusts, incapacitated clients, families at war over a rocking chair and what happens when families wait too long — she's seen it all. In this episode, the co-founder of Lorenz Private Trustees breaks down what a professional trustee actually does, why naming a family member can backfire, how distributions really get decided, and why she says not having a plan is essentially suing your own family. If you've been putting this off, this is the episode that will make you stop.Website: https://nh.mytrustee.net/Email: [email protected] by 32Q LLC

Episode metadata supplied by the publisher feed · Published Jul 13, 2026

Embed this episode

Ready to play

# 34 The Job Nobody Talks About in Estate Planning

0:00 1:24:29

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Smart Money Conversations?

This episode is 1 hour and 24 minutes long.

When was this Smart Money Conversations episode published?

This episode was published on July 13, 2026.

Can I download this Smart Money Conversations episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!