Ep. 11 Estate Planning, Trusts, Probate…and How To Keep The Family Together The Ron Greenwald Show podcast

12:45

In response to the devastating wildfires in LA, we’re bringing you a special episode of The Ron Greenwald Show. I’m joined by Marguerite Lorenz, who shares her powerful story of losing her home to a fire and finding the strength to rebuild. Her experience offers a heartfelt perspective for anyone affected by the LA fires or seeking hope during difficult times. Marguerite’s insights couldn’t be more meaningful right now as she shares her personal story of loss, the strength it took to rebuild, and the lessons she’s learned along the way. Whether you’ve been impacted by wildfires or simply want to hear an inspiring story of courage, please tune in. Let’s Get Social! Facebook: https://www.facebook.com/GreenwaldRealtyTeam Instagram: https://www.instagram.com/rongreenwald/ Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvw Linkedin: https://www.linkedin.com/in/company/greenwald-realty-team Website: https://www.greenwaldrealtyteam.com/ Sage Legacy Properties | Greenwald Realty Team Senior Real Estate Specialists (844) 782-9674 DRE 01264025 Produced by 2POINT 2pointagency.com…

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Ep. 50: Life's Roller Coaster Unpacked by Marguerite Lorenz: Real Stories, Real Solutions 36:00

14 weeks之前36:00

36:00

This episode of The Ron Greenwald Show explores the intricacies of estate planning with guest Marguerite Lorenz, partner at Lorenz Private Trustees. Marguerite emphasizes the critical role of fiduciaries and the value of proper estate planning in ensuring family harmony and financial security. She highlights essential documents, including trusts, wills, and powers of attorney, that empower individuals to control their legacy. Marguerite advocates for professional trustees over family members, citing reduced liability and expertise in managing complex responsibilities. The episode discusses real-life scenarios, including the fictional case of Joey and Esmeralda, to illustrate common pitfalls and solutions in estate planning, such as cohabitation agreements, life estates, and advanced healthcare directives. The discussion also touches on Marguerite’s advocacy through the Independent Trustee Alliance and her future projects, including a podcast titled Plan For This and upcoming books. Ron and Marguerite stress the importance of proactive planning for peace of mind and family unity. Let’s Get Social! Facebook: https://www.facebook.com/GreenwaldRealtyTeam Instagram: https://www.instagram.com/rongreenwald/ Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvw Linkedin: https://www.linkedin.com/in/company/greenwald-realty-team Website: https://www.greenwaldrealtyteam.com/ Sage Legacy Properties | Greenwald Realty Team Senior Real Estate Specialists (844) 782-9674 DRE 01264025 Produced by 2POINT | 2POINTAGENCY.com…

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Ep. 49: Icons, Insights, and Intentions: Marguerite Lorenz on Estate Planning for Life 36:15

16 weeks之前36:15

36:15

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. Let’s Get Social! Facebook | Instagram | Youtube | Linkedin | Website Sage Legacy Properties | Greenwald Realty Team Seniors Real Estate Specialists (844) 782-9674 DRE 01264025 Produced by 2POINT | 2POINTAGENCY.com…

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Ep. 48: The Rob Dieringer Story: From 'Law and Order' to Championing Justice for Older Adults 39:39

18 weeks之前39:39

39:39

In this episode, I sit down with Rob Dieringer, a partner at Green Bryant & French specializing in elder abuse civil cases. We delve into Rob’s journey to becoming a partner and why he was drawn to this meaningful area of law. Rob shares insights into the complexities of elder abuse cases, focusing on the critical factors he considers when evaluating potential undue influence by family members or others. Listen in to learn about Rob's dedicated approach to advocating for vulnerable seniors and uncovering the truth in challenging cases. This is a powerful conversation you won’t want to miss. Let’s Get Social! Facebook | Instagram | Youtube | Linkedin | Website Sage Legacy Properties | Greenwald Realty Team Seniors Real Estate Specialists (844) 782-9674 DRE 01264025 Produced by 2POINT | 2POINTAGENCY.com…

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Ep. 47 (Part 2): Real People, Real Stories – The Trustee’s Role in Protecting Family Harmony 31:12

20 weeks之前31:12

31:12

In this compelling episode of The Ron Greenwald Show, we take a deep dive into the real-world challenges of estate planning with two of the top minds in the field. Retired Judge David Belz , who made a notable transition from the bench to mediation, brings a wealth of experience and a fresh perspective on fairness, honesty, and justice in family disputes. Alongside estate litigator Matthew Owens , and with thoughtful commentary from Ron Greenwald , this episode explores the critical role trustees play in maintaining family harmony. Judge Belz shares his journey from presiding over high-stakes probate cases to becoming a mediator, where he now focuses on helping families resolve conflicts without the stress of litigation. The discussion is enriched with real-world cases, highlighting both successful outcomes and lessons learned from trust disputes gone wrong. With engaging storytelling, practical tips, and lively interaction between Matt, Judge Belz, and Ron, this episode goes beyond legal theory and offers real, actionable solutions. Whether it’s about preventing a fight over a cherished heirloom or ensuring a smooth transfer of wealth, this episode is a must-listen for anyone interested in protecting their legacy and family unity. Join us for thought-provoking analysis, fascinating case studies, and a healthy dose of “color commentary” as we bridge the gap between legal complexity and real-life family dynamics.…

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Ep. 46 The Evolution of Trusts: Insights from Leading Experts in Estate Law 34:35

22 weeks之前34:35

34:35

Discover the fascinating history and evolution of trusts with insights from two of the most respected voices in estate law. Join retired Judge David Belz, a distinguished mediator with Judicate West, and Matthew Owens, a top estate and trust litigator with Sheppard Mullin, as they unravel why trusts were created, how they’ve grown in importance, and why families today need them more than ever. Learn how the right planning can prevent devastating family disputes—even over something as simple as a cherished “teddy bear.” With real-world stories and practical tips, this episode goes beyond legal jargon, providing actionable advice on types of trusts and how to integrate them seamlessly into your life planning. Don’t miss this opportunity to gain invaluable knowledge that can safeguard your legacy and protect what truly matters—your family harmony. Together, let’s turn legal complexity into clarity! Let’s Get Social! Facebook: https://www.facebook.com/GreenwaldRealtyTeam Instagram: https://www.instagram.com/rongreenwald/ Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvw Linkedin: https://www.linkedin.com/in/company/greenwald-realty-team Website: https://www.greenwaldrealtyteam.com/ Sage Legacy Properties | Greenwald Realty Team Senior Real Estate Specialists (844) 782-9674 DRE 01264025 Produced by 2POINT | 2POINTAGENCY.com…

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Ep. 45 Dr. Bob Uslander on Crafting a Peaceful Closure to Life's Journey 44:19

43 weeks之前44:19

44:19

Death often remains a taboo subject, but imagine if we could confront it with dignity, peace, and even a sense of empowerment. That's the revelation Dr. Bob Uslander brings to our heartfelt conversation on end-of-life choices. As an emergency physician turned end-of-life care advocate, Dr. Uslander shares his profound insights on transforming the final chapter of life from one of fear and uncertainty to a period filled with grace and meaningful connections. We discuss the pivotal role of clear, compassionate conversations in easing the emotional burden for individuals and their families, and the striking difference these discussions can make in the quality of our final days. Navigating through the complexities of end-of-life care, we present an array of options that go beyond traditional models. Dr. Uslander and I shed light on the value of proactive planning and the nuances of treatment choices that prioritize the individual's quality of life. We also address the intricacies of medical aid in dying, offering an earnest look at how this choice not only supports those seeking control over their suffering but also lends a profound sense of closure to their loved ones. The episode is seasoned with stories of empowerment and the beauty of fulfilling one's final wishes—testaments to the possibility of a serene transition that resonates with peace and comfort for families during a time of grief. Let’s Get Social! Facebook: https://www.facebook.com/GreenwaldRealtyTeam Instagram: https://www.instagram.com/rongreenwald/ Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvw Linkedin: https://www.linkedin.com/in/company/greenwald-realty-team Website: https://www.greenwaldrealtyteam.com/ Greenwald Realty Team Senior Real Estate Specialists (844) 782-9674 DRE 01264025 Produced by Video Pro San Diego and recorded at the GoBeRewarded Podcasting Studio in San Diego. Visit the VPSD here https://www.videoprosandiego.com/…

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Ep .44 Judge Glen Reiser's Courtroom Chronicles in Trust and Estate Law 42:03

44 weeks之前42:03

42:03

Uncover the intricacies of family estate planning with the expertise of the Honorable Judge Glen Reiser, who joins us to navigate the complex waters of trusts, probate estates, and guardianships. Judge Reiser, with his two decades of bench experience, dissects the role of successor trustees, the challenges they encounter, and the nuanced matters of mental capacity that are crucial in the drafting of sound estate plans. Our conversation takes a critical look at the common yet potentially problematic practice of appointing children as trustees and offers a cautionary tale through a riveting case from the San Domingo Valley. Estate disputes can be as intricate as a fine tapestry, and sometimes they require a mediator's touch to unravel the knots. We explore how mediation has evolved within California's trust law, particularly after a landmark case that mandated court-ordered mediation in trust disputes. Judge Reiser provides a behind-the-scenes view of mediation's role in alleviating court dockets and the personal effects it has on family dynamics. We also delve into the balance lawyers must find between advocating for early dispute resolution and preparing for trial, bringing strategy, and emotion to legal proceedings. In the realm of estates and trusts, professional fiduciaries stand as the unsung guardians, ensuring fairness and maintaining peace within families. Judge Reiser sheds light on the demanding work of these individuals, who navigate the treacherous waters of family dynamics, financial responsibilities, and the ever-looming threat of litigation. Through personal anecdotes, we underscore the importance of clear communication and equitable distribution in safeguarding family unity across generations. Judge Reiser's insights underscore why professional fiduciaries are pivotal in trust administration, especially in a landscape marked by legislative shifts and the complex intricacies of trust law. Let’s Get Social! Facebook: https://www.facebook.com/GreenwaldRealtyTeam Instagram: https://www.instagram.com/rongreenwald/ Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvw Linkedin: https://www.linkedin.com/in/company/greenwald-realty-team Website: https://www.greenwaldrealtyteam.com/ Greenwald Realty Team Senior Real Estate Specialists (844) 782-9674 DRE 01264025 Produced by Video Pro San Diego and recorded at the GoBeRewarded Podcasting Studio in San Diego. Visit the VPSD here https://www.videoprosandiego.com/…

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Ep. 43 Pearl Fletcher: Embracing the Joys of Aging and the Secrets to a Positive, Fulfilling Life 32:37

48 weeks之前32:37

32:37

As I sat down with the delightful Pearl, an 85-year-young dynamo, her eyes sparkled with the same zest for life that would put any youngster to shame. Our conversation, a kaleidoscope of her life's vibrant hues, sweeps us from the innocence of childhood dress-up to her 64-year symphony of love with her husband, Bob, offering a treasure trove of wisdom on flourishing in the autumn of life. Pearl, with her infectious laughter, narrates the tale of her and Bob's journey from the Canadian chill to California's embrace, weaving in tales from her nursing days to Bob's chiropractic escapades. We uncover the secrets of maintaining joy as we age, the camaraderie in senior living communities, and the resilience that shone through during the pandemic's trials. If you're seeking inspiration to fuel a happy, active life regardless of the passing years, let Pearl's unwavering positivity and proactive spirit guide your way. Let’s Get Social! Facebook: https://www.facebook.com/GreenwaldRealtyTeam Instagram: https://www.instagram.com/rongreenwald/ Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvw Linkedin: https://www.linkedin.com/in/company/greenwald-realty-team Website: https://www.greenwaldrealtyteam.com/ Greenwald Realty Team Senior Real Estate Specialists (844) 782-9674 DRE 01264025…

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Ep. 42 Marci & Kathy: A Blueprint for Proactive Living Beyond Retirement 25:36

49 weeks之前25:36

25:36

When the golden years come knocking, some wait for the inevitable, while others, like sisters Marci and Kathy, seize them with both hands and a plan. Their journey to Scripps Glen, a senior retirement community in San Diego, is a testament to the power of proactive aging – a move that's not about winding down, but rather about gearing up for an active, autonomous life amidst community. Join us as we unravel their stories, where the roles of caregivers, their pivotal life moments, and their zeal for living fully are shared with warmth and wisdom. Marcy's poise in the aftermath of her husband's passing and Kathy's strategic shift from the burdens of solo homeownership showcase a blueprint for embracing change with dignity. This episode is packed with practical insights – from the significance of legal preparedness to the sustenance of family unity during such transitions. Hear how Kathy, a former flight attendant and attorney, is now planning her travels from the comfort of her new base in the community, proving that a senior living community is not a full stop, but a comma on the journey of life. Their experiences illuminate the importance of making empowered choices for the future, preferably when one has the full capacity to do so, allowing for a chapter filled with vibrancy and self-determination. Let’s Get Social! Facebook: https://www.facebook.com/GreenwaldRealtyTeam Instagram: https://www.instagram.com/rongreenwald/ Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvw Linkedin: https://www.linkedin.com/in/company/greenwald-realty-team Website: https://www.greenwaldrealtyteam.com/ Greenwald Realty Team Senior Real Estate Specialists (844) 782-9674 DRE 01264025…

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Ep. 41 Andy Ragone: Shaping Legacies Through Strategic Nonprofit Gift Planning 33:16

1 year之前33:16

33:16

Discover the power of legacy and philanthropy as Andy Ragone, co-founder and CEO of Pleiades Nonprofit Advisors LLC, joins me for a transformative discussion that spans from his time in pastoral ministry to the intricacies of nonprofit gift planning. Weaving a narrative that connects the guidance of the ancient Pleiades star cluster to the strategic navigation required in the nonprofit sector, Andy illuminates the often missed opportunities within planned giving. Together, we explore the potential for nonprofits to secure their financial future through savvy wealth stewardship and the mutual benefits donors enjoy when engaging in philanthropy with foresight. Embark on an insightful journey into the strategic interplay between tax incentives and charitable giving, where nonprofits and donors find harmony in their goals. Our conversation demystifies the complexities surrounding professional development roles, marketing initiatives, and the crucial education needed to elevate the philanthropic landscape. As a fractional gift planning officer, I share compelling examples of how my firm broadens the horizons of giving, extending beyond disposable income to tap into the more substantial wealth reserves, thus enabling donors and nonprofits to flourish together. Our episode concludes with a candid look at the immediate and profound impact that implementing planned giving programs can have on charities. Andy shares that the return on investment for these programs often begins within just a year, challenging traditional fundraising timelines. While we missed the insights of the experienced Kimberly from the Orange Catholic Foundation, the episode pays tribute to her influence in the sector. We wrap up with a conversation on the importance of experiencing the ripple effects of our generosity within our lifetimes, inspiring you to consider how you might begin crafting your legacy right now. Andy Ragone (562) 568-5700 andy@pleiadesnpa.com www.pleiadesnpa.com Let’s Get Social! Facebook: https://www.facebook.com/GreenwaldRealtyTeam Instagram: https://www.instagram.com/rongreenwald/ Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvw Linkedin: https://www.linkedin.com/in/company/greenwald-realty-team Website: https://www.greenwaldrealtyteam.com/ Greenwald Realty Team Senior Real Estate Specialists (844) 782-9674 DRE 01264025…

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Ep. 40 Richard Peck: Unleashing the Power of Strategic Philanthropy and Charitable Giving 32:40

1 year之前32:40

32:40

Embark on a vibrant journey with Richard Peck, the 'Philanthropy Guy,' as he navigates the heartwarming intersection of finance and generosity. This episode peels back the layers of philanthropy, revealing how a staggering $500 billion is channeled into charitable causes annually. Discover Richard's inspiring transformation from biotechnology to becoming a beacon for strategic giving, revealing the profound impacts that can be made when planning meets passion. His tales from the trenches of estate planning and the intricacies of charitable remainder trusts promise to enlighten and motivate. We're unwrapping the secrets to making a charity's fundraising engine roar to life, emphasizing the potency of proactive discussions before major financial events unfold. For donors contemplating the best ways to leave a legacy, Richard illustrates the impact of donations beyond cash—think real estate and stocks—and the considerations when selling a business. Aspiring philanthropists and seasoned donors alike will glean wisdom from Richard's expertise on the dance of donor-advised funds and private foundations, ensuring that every charitable action is as strategic as it is sincere. As the baton of wealth is passed to a new generation, the landscape of wealth management and philanthropy is rapidly evolving. Richard sheds light on why 91% of inheritors seek new financial guidance and how advisors can incorporate giving strategies to retain them. He also shares a slice of joy from his 30-year love affair with improvisational comedy, drawing parallels to the spontaneous nature of life's journey. This episode is not just a conversation; it's an invitation to step into the realm of philanthropy with purpose and a touch of play, as we cheer on everyone crafting their narrative of giving. Richard C. Peck Richard C. Peck Consulting, LLC Cell: 603-387-3897 E-mail: ThePhilanthropyGuy@gmail.com Website: https://www.thephilanthropyguy.com/ Let’s Get Social! Facebook: https://www.facebook.com/GreenwaldRealtyTeam Instagram: https://www.instagram.com/rongreenwald/ Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvw Linkedin: https://www.linkedin.com/in/company/greenwald-realty-team Website: https://www.greenwaldrealtyteam.com/ Greenwald Realty Team Senior Real Estate Specialists (844) 782-9674 DRE 01264025…

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Ep. 39 Ivette Kuyateh: Legal Wisdom for Prosperous Family Futures 42:24

1 year之前42:24

42:24

Imagine navigating the complexities of estate planning, sandwiched between caring for both your parents and children, while also addressing the nuanced needs of Latino families. That's the reality many face, and it's the heart of our discussion with Ivette Kuyateh from Kuyateh Law Group. Ivette, who has gracefully transitioned from prosecutor to estate planner, brings a wealth of insight into empowering families through informed legal decision-making. On our show, she shares her incredible personal narrative, touching on her formative years in Mexico and California, her legal journey, and her Christian faith, which underscores her advocacy for victims and families alike. Ivette's expertise shines a light on the cultural considerations essential in estate planning within Latino communities. She spotlights the challenges adult daughters often face as primary caregivers, balancing the demands of their careers with the responsibilities of supporting multiple generations. Through this lens, we discuss how safeguarding assets like the family home can be pivotal, and how thoughtful asset distribution can prevent familial strife. It's a candid exploration of the societal pressures and personal sacrifices women make as they assume the mantle of caregivers and the transformative power of legal foresight in these dynamics. Wrapping up, we delve into the broad spectrum of aging population needs, from financial services to retirement planning. Ivette dissects the looming wealth transfer with baby boomer retirements and the unique implications for the Latino community. Moreover, her passion project, Te La Group, stands as a beacon of success against typical business odds, providing a model for resilience and strategic planning. As we conclude, Ivette extends a generous offer to our listeners: a free copy of her book, brimming with guidance and inspiration—a testament to the power of personal journeys to illuminate professional paths and leave an indelible impact on others' lives. Let’s Get Social! Facebook: https://www.facebook.com/GreenwaldRealtyTeam Instagram: https://www.instagram.com/rongreenwald/ Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvw Linkedin: https://www.linkedin.com/in/company/greenwald-realty-team Website: https://www.greenwaldrealtyteam.com/ Greenwald Realty Team Senior Real Estate Specialists (844) 782-9674 DRE 01264025…

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Ep. 38 Shaun McGuirk: Unveiling the Hidden Gems of Westmont Senior Living 37:50

2 years之前37:50

37:50

What if you could experience the world of senior living through the eyes of someone who's devoted his life to it? Join us in this engrossing discussion with Shaun McGuirk, the Community Relations Director for Westmont Senior Living. As he takes us on a virtual tour of this new community, his dedication is palpable as he reveals the complexities and nuances of this field. Previously an equestrian center, this 20-acre site is transforming into a haven for seniors complete with Casita homes, assisted living apartments, and a memory care neighborhood. But that's not all. Shaun expounds on the role senior living communities play in enhancing the lives of seniors and shares his ingenious "stuff party" idea to help seniors downsize and transition into their new homes. Shaun also highlights the incredible opportunities for intergenerational relationships within the senior community resulting from their close proximity to local high schools. This unique approach fosters a vibrant and dynamic environment, encouraging mentorship and interaction between students and residents. Embark on this journey with us as we explore Shaun's remarkable career and the amazing work being done at Westmont Living Carmel Valley. Let’s Get Social! Website: http://westmontofcarmelvalley.com/ Instagram Link: https://www.instagram.com/westmontliving/ Facebook Link: https://www.facebook.com/profile.php?id=100077534601572 Youtube Link: https://youtu.be/yr0Tm0uVn8E Thank you for being here! ~ Ron Greenwald Greenwald Realty Team Senior Real Estate Specialists (844) 782-9674 DRE 01264025 Visit us here: https://www.greenwaldrealtyteam.com/ Produced by Imagine Podcasting and recorded at the John Sanders Podcast Studio at the Carlsbad Chamber of Commerce. Visit the studio here https://www.imaginepodcasting.com/studio…

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Ep. 37 Daniel Weiner: Unraveling the Complexities of Estate and Guardianship Planning 42:17

2 years之前42:17