Siblings Fighting Over Mom’s Things? Here’s How to Stop It | Plan for This Podcast Ep. 10

Описание: When estate planning meets family emotions, even simple decisions can turn complicated. In this episode of Plan for This, Marguerite and Ron share two powerful stories that reveal how clear communication and professional guidance can prevent heartache and legal battles.

First, we meet Roland, an elderly man moving into assisted living whose daughter-in-law resists selling his home. Marguerite explains how fiduciary duty, capital gains tax, and real estate timing all play into preserving Roland’s long-term financial security.

Then, a listener writes in asking: “How do I keep the peace when my siblings are fighting over our mother’s belongings?” Marguerite and Ron outline practical ways to handle personal property disputes using documentation, mediation, and clear estate planning tools.

This episode reminds families that estate planning isn’t just about money—it’s about peace, clarity, and compassion.

Welcome to the *Plan for This Podcast*—your trusted source for estate planning, wills, trusts, caregiving, and financial preparedness.

Hosted by Marguerite Lorenz and Ron Greenwald, we simplify complex topics into clear, actionable steps that help you protect what matters most.

📌 In this episode:

00:00 – Roland’s story: moving to assisted living
01:00 – Family pushback and fiduciary responsibilities
02:10 – Selling the home vs. emotional attachment
03:25 – Understanding capital gains tax in real terms
04:30 – The importance of transparency in family communication
05:40 – How fiduciaries protect independence and fairness
07:00 – Listener question: siblings fighting over mom’s belongings
08:15 – Why personal property causes emotional disputes
09:25 – Simple fixes: documentation and itemized lists
10:40 – Using mediation or fiduciaries to restore peace
12:00 – Marguerite’s advice: protect love through structure
13:15 – Ron’s reflections on empathy and leadership
14:30 – How planning prevents family breakdowns
15:40 – Quick recap: fiduciary duty, family harmony, communication
16:50 – Closing thoughts from Marguerite
17:45 – PlanFan invitation & call to action

✨ What You’ll Learn on This Channel:
Estate planning basics (wills, trusts, probate, and more)
Executor and trustee responsibilities explained
Family caregiving, financial preparedness, and legacy planning
Real stories, expert insights, and practical tools

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👉 Join our PlanFan community: https://planforthis.com/

Because when life asks, *“Did you plan for this?”*—you’ll be ready.

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