On Friday, May 12, Ray McCoy-Estate Planning Advisor with Affinity Plus will be taking appointments for members of Affinity Plus.
Please email Roz Johnson at email@example.com to get on his calendar right here at one of our Moorhead offices.
He can provide a thorough understanding of:
- differences between a will and a trust
- learn the best ways to assist a parent who no longer can manage their healthcare and financial decisions
- understand roles, duties and responsibilities if you are name as someone’s agent in the healthcare directive power of attorney, will, trust or other estate plan documents
- understand probate and how to either use it or avoid it in your estate plan