July 25, 2022 - What Makes an Estate Plan a Real Plan?

MSR Rotarian Steve Fine shared with us his expertise on estate planning.  If you missed it, here is the link to Steve's presentation: https://youtu.be/BgIu75ajsns

 

Also, a note from Steve: Many thanks for the opportunity of sharing with you my work and my passion. Both I and the company I represent, Legacy Assurance Plan, share the belief that regardless of the size of a person's estate, probate can and should be avoided. That a true plan requires knowledge of not only the beginning but who will be there in the middle and then the end, and what will be the cost. The legal document is only the beginning of complete estate planning.  If you'd like to learn more, the links below would be a good place to start: