Author: Steve Fine
A holistic approach
Legacy Assurance Plan Member Benefit Guide
Words on a board
Here are a few booklets
A Membership we all will use
Our Story
Will they Remember my name?
This short clip is snippets of scenes from the movie Troy, 2004. During this time a man would fight for glory and honor and the hope that he would be remembered, that his name would be spoken. That “they will write stories of your victories for thousands of years”. It’s a lot to hope for,…
Why not get a trust?
Last week a question was asked that comes up often when I talk with someone regarding estate planning with a trust. The question usually begins with something like; “Can’t I accomplish the same thing …?” It’s a similar thought I had when I first learned about Trusts over two decades ago. Since then, with all…