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 rjohnson@affinityplus.org 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