Shows
Café TransparenceWie Lorenz Naegeli zu den Frontex-Akten kamDer Journalist forderte viel Material zur Frontex-Zusammenarbeit. Der Zugang zu politisch brisanten Akten ist nicht einfach – aber möglich.
Maderation: Marguerite Meyer
Café Transparence ist ein Weiterbildungsformat von
Öffentlichkeitsgesetz.ch , dem Forum von Schweizer Medienschaffenden für
Transparenz in der Verwaltung
———
Café Transparence est un format de formation continue de
loitransparence.ch, le forum des journalistes suisses pour la
transparence dans l'administration.2025-07-0155 min
RABABUMM. Ein Podcast über Bücher. Und so.RABABUMM #7: Über zwei Kindheiten mit unschönen Spezialeffekten und den Hüftschwung des Sortiments. Dazu: Glückskonfetti!In der siebten Episode von „RABABUMM. Ein Podcast über Bücher. Und so.“ geht es um zwei Kindheiten mit unschönen Spezialeffekten, um die Frage, wie man neben einem der bekanntesten Kabarettisten Deutschlands eine gute Figur macht – und was das mit dem Hüftschwung des Sortiments zu tun hat. Wird am Ende auch Glückskonfetti geworfen? Natürlich!Im Lesetipp stellt Tim folgende Bücher vor:MIT DIR, DA MÖCHTE ICH IM HIMMEL KAFFEE TRINKEN von Sarah Lorenz, erschienen im Rowohlt VerlagCHOPIN IN KENTUCKY von Elizabeth Heic...2025-06-261h 08
On the MarkSeniors | Navigating the Complexities of Estate Planning with Marguerite LorenzIn 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.2025-06-1852 min
Trust MeSecuring Legacies: The Role of Professional TrusteesShow Notes:Licensed Professional Fiduciaries play a key role in the trusts and estates ecosystem in California. In this episode, we discuss the role that professional trustees play in trust administration, and the skills and experience they bring to bear in order to secure the legacies and wishes of the clients they serve. About Our Guest: Marguerite Lorenz is a California Licensed Professional Fiduciary and a Master Certified Independent Trustee. Marguerite is a managing partner at Lorenz Private Trustees. Marguerite serves as Vice Chair of the Board of the Ind...2025-04-2852 min
The Ron Greenwald ShowEp. 51: Special Edition - Lessons from Loss: A Survivor’s Guide to Facing Wildfires in LAIn 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...2025-01-1512 min
The Ron Greenwald ShowEp. 50: Life's Roller Coaster Unpacked by Marguerite Lorenz: Real Stories, Real SolutionsThis 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...2024-12-0436 min
The Ron Greenwald ShowEp. 49: Icons, Insights, and Intentions: Marguerite Lorenz on Estate Planning for LifeIn 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...2024-11-2036 min
The Bryan Devore Connection | Devore Realty GroupEstate Planning Group Network with Marguerite LorenzEstate Planning Group Network provides a great opportunity for top-notch professionals to connect and serve seniors and their families. Learn more about EPGN and about the work she does as a private trustee by founder Marguerite Lorenz. Prefer video? Watch and subscribe at https://youtu.be/DtpWZynF7uE. We connect San Diego with the people and organizations that are making a difference. Bryan Devore is a Realtor at The Devore Realty Group and Director of the Senior Division with Berkshire Hathaway HomeServices California Properties. Holding the Seniors Real Estate Specialist designation, Bryan specializes in creating solutions for...2024-01-1213 min
Wealth ActuallyWHAT IF YOU ARE NAMED IN A WILL OR TRUST?Episode 146 - Roles and Responsibilities in Trust and Estate Documents with Jenny Rozelle
What if you are named in a will or a trust?
In the world of estate planning, many people who are written into important roles don't know they are mentioned in documents or what is expected of them. These roles can be a lot of work, thankless and carry significant liability.
What happens if you are part of someone's estate plan? What If you are named in a will or trust?
JENNY ROZELLE helps us get a handle on the roles and responsibilities that are out there...2024-01-1025 min
Money TalesChoosing to be Happy, with Marguerite LorenzIn this episode of Money Tales, our guest is Marguerite C. Lorenz, CTFA, CLPF. Marguerite has navigated many challenges in her life. One occurred in October 2007 when her home, along with over 100 others in her neighborhood, burned to the ground. Marguerite and her two children, who were in middle school at the time, lost everything. This included some objects, that they didn’t realize until later, attached them to certain family memories. There were two strong forces that helped Marguerite’s family at the time. First was a loving community that came together to provide for them. And the seco...2023-11-0237 minMoney TalesChoosing to be Happy, with Marguerite LorenzIn this episode of Money Tales, our guest is Marguerite C. Lorenz, CTFA, CLPF. Marguerite has navigated many challenges in her life. One occurred in October 2007 when her home, along with over 100 others in her neighborhood, burned to the ground. Marguerite and her two children, who were in middle school at the time, lost everything. This included some objects, that they didn’t realize until later, attached them to certain family memories. There were two strong forces that helped Marguerite’s family at the time. First was a loving community that came together to provide for them. And the seco...2023-11-0237 min
What Has My Attention063: Why Plan Ahead feat. Marguerite Lorenz, Amber Anderson, and Barbara NormanIn this engaging discussion, the speakers, Marguerite, Amber, and Barbara, delve into the importance of financial planning, estate planning, and the role of professional advisors. They emphasize the need for planning ahead for financial security and estate distribution, even when the future is uncertain. They also highlight the value of creativity in financial management, such as organizing cost-effective events or finding alternative ways to meet financial goals. The conversation underscores the importance of seeking advice from professionals like financial advisors, estate planning attorneys, and CPAs, who can provide objective advice and help navigate complex financial and legal landscapes. 2023-07-1538 minTrust MePits and Pearls of Personal Property Issues after DeathIn this episode, our guests, Marguerite Lorenz, Master Trustee, and Todd Stephenson, estate liquidator, will be discussing the difficulties that are encountered in dealing with personal property after someone has died. This episode is geared towards estate planners who are looking to create a well-rounded plan to avoid unnecessary family strife after a client’s passing, as well as to the general public to get ideas on how to keep children from fighting after their passing. We will share stories of good and bad plans as well as provide ideas on how best to create a plan to keep fa...2023-04-2430 min
The Ron Greenwald ShowEp. 20 Good Estate Planning Doesn’t Predict the Future, It Ensures ItEach of us has a duty not to leave a mess when we pass on. Proper estate planning by the expert team at Lorenz Private Trustees will do just that. Many people avoid drawing up an estate plan because they think talking about death will make it happen. But nothing could be further from the truth. Estate planning is not about predicting the future, or inviting death, it’s about your power to write down your preferences and make sure someone is willing to carry them out once you’re gone. As explained by Marguerite Lorenz of Lore...2023-03-2848 min
Connect Our Elders-"Empowering Aging"Connect Our Elders With Marguerite Lorenz, CTFA, CLPF, Master Trustee, Managing Partner Of Lorenz Fiduciary Services2021-09-1956 min
Crafting Solutions to ConflictMarguerite Lorenz on independent trustees and preventing harmful family conflictFamilies can benefit if they leave the work of fiduciary duties to a dedicated professional trustee and focus on being a family. Marguerite describes the duties, including obligations of ethics and fairness, that trustees must fulfill. Communications with all the relevant people are essential, while also preserving the agency of an aging person. If a family member -- and not a professional -- is acting as trustee, communication is even more important because of real, imagined, or potential conflicts of interest. You can learn more about Marguerite and Lorenz Private Trustees at https://www.mytrustee.net/ . Her book, Ethics fo...2021-04-0828 min
Le bijou comme un bisouLe bijou comme un bisou #70 l'orange joaillier Le diamant orange existe et oui ! Mais il est rare, très rare.
Le Diamant The Orange a été trouvé en Afrique du Sud, pèse 14,82 carats Il a été vendu en 2013 par Christie’s New York, 35,54 millions de dollars ce qui était un record mondial.
Dans les pierres précieuses, le saphir qui peut aussi être orange.
Le collier Graff orange sapphirre est formé de saphirs orange en goutte qui ruissellent.
Dans les gemmes, la citrine va du jaune au orange doré. Je me souviens de la ba...2021-03-1417 min
FraudishEpisode 21 Marguerite C. Lorenz, CTFA, CLPF Master TrusteeMarguerite C. Lorenz, CTFA, CLPF #319: Ms. Lorenz is a master trustee and managing partner inLorenz Private Trustees, and has served as a Professional Trustee and Executor on over 100 matters. Ethics for Trustees 2.0, gives further understanding to the work of a Fiduciary, and its ethical considerations, for both professional and family member trustees. Ms. Lorenz is President of the Estate Planning Group Network, and serves as Vice-Chair of the Board for the Independent Trustee Alliance. Follow Ms. Lorenz on Twitter! @SanDiegoTrusteeBe sure and reach out to Marguerite on LinkedIn: https://www.linkedin.com/in/californiatrustee/2021-02-2344 minWealth ActuallyEP.75 INDIVIDUAL TRUSTEESHIP with MARGUERITE LORENZThe 75th "Wealth Actually" Podcast . . . Wow . . . it seems like I just started this project a few months ago. It has been 4 and a half years since the first one . . . it's alarming how fast time flies. Hopefully, I have improved over time!
This 75th recording is an industry specific interview, but it has wide ramifications. In getting up to speed on a different project, I stumbled across the book "Ethics for Trustees 2.0" by MARGUERITE LORENZ. Based in California, Marguerite is a Master Trustee and the Managing Partner of LORENZ PRIVATE TRUSTEES.
https://www.amazon.com/Ethics-Trustees-2-0-Guide-Trustee/dp/172837278X/
Ethic...2021-01-2730 min