Estate Planning
SERVICE OVERVIEW
Estate Planning, Will, Trusts, Powers of Attorney, Health Care Surrogates and Probate: Mr. Roach and his staff have the capability to promptly advise and direct all matters from developing an estate plan to executing a simple Will, and if ultimately necessary, probate the Will for your loved ones.
Estate Planning includes the following
Estate Planning, | The process of arranging, the management and disposal of that person’s estate during the person’s life. |
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Family Trusts | Where the beneficiaries and/or their entitlements to the trust fund are not fixed, but are determined by the criteria set out in the trust instrument. |
Wills | Where the beneficiaries and/or their entitlements to the trust fund are not fixed, but are determined by the criteria set out in the trust instrument. |
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Powers of Attorney | (POA) or letter of attorney is a written authorization to represent or act on another’s behalf in private affairs, business |
Health Surrogates | A surrogate decision maker, also known as a health care proxy or as agents, is an advocate for incompetent patients. |
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Probate | In a court of law and accepted as a valid public document that is the true last testament of the deceased. |
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