Marguerite C. Lorenz is a partner in Lorenz Fiduciary Services, Inc. (LFS), and has served as a professional trustee and executor on over 100 cases. Ethics for Trustees, written by Jane and Marguerite Lorenz, gives further understanding to the work of a fiduciary, and its ethical considerations. Lorenz created the EstatePlanning101.org program in San Diego and is a member of PFAC, president of the Estate Planning Group Network and vice chair of the board for the Independent Trustee Alliance. Follow her on Twitter @SanDiegoTrustee
Money & Policy
These documents could save money, but can lay estate planning traps
Work & Purpose
The new 'Friends Talk Money' podcast on the changing definition of retirement
Follow our in-depth examination of current health care offerings through an age-friendly lens. What does age-friendly health care look like, and how do you locate and access it? We cover how to prioritize your unique needs when selecting providers and treatments for yourself or a loved one.