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Rotarian speaks on estate planning

 

Last updated 11/3/2006 at Noon



Escondido Sunrise Rotarian Mike Dunlap, husband of Bonsall Rotarian Nancy, partners in their Escondido CPA firm and Escondido Sunrise Winery and co-founder of the well-known Legacy Foundation, recently spoke to the Bonsall Rotary about estate planning and particularly about using Rotary International as a beneficial vehicle of planning, distribution and eleemosynary endeavors.

Mike, a respected professional and active Rotarian, gave several examples of beneficial ways to use one’s assets for future planning. His company has the distinction of originating five percent of the endowment programs for all of Rotary International. This amazing fact shows the dedication and enthusiasm he and his wife have for Rotary and for the perpetuation of Rotary’s motto: “Service Above Self.”

 

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