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
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# 34 The Job Nobody Talks About in Estate Planning
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