Estate Planning

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.
  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.
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.
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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