by Anchor Trust Management | Apr 17, 2024 | Estate Planning, Fraud, Records, Wills & Trusts
AI is a controversial topic in every industry, the legal industry included. AI tools now promise to generate an estate plan almost instantaneously. But using these tools not only puts you at risk for creating an invalid will, it puts your personal information at risk,...
by Anchor Trust Management | Apr 3, 2024 | Probate, Records, Wills & Trusts
The probate process can be very complex, and filing your loved one’s final tax return is key to closing their estate efficiently. We’ll review current Florida estate laws to help guide you through this important probate responsibility. Who Is Responsible for Filing a...
by Anchor Trust Management | Mar 20, 2024 | Estate Planning, Trust Administration, Wills & Trusts
It’s a subject that’s painful to talk about, but one that affects many families. When creating your estate plan, what should be done if a family member – perhaps an adult child or grandchild – struggles with addiction? Addiction in the US Recent insights from the...
by Anchor Trust Management | Mar 6, 2024 | Digital Assets, Probate, Records, Trust Administration, Wills & Trusts
When an individual passes away, a valuation of their estate assets must be created. There are many steps to closing a decedent’s estate, including filing final taxes, distributing inheritance to heirs, and honoring wishes for legacy giving. However, sometimes assets...
by Anchor Trust Management | Feb 21, 2024 | Digital Assets, Records, Wills & Trusts
Though cryptocurrency is an asset that many are yet to adopt, new regulations are making it more accessible than ever. Learn more about cryptocurrency in regards to estate planning, and what to do if you’ve recently lost a loved one who used this digital asset. What...
by Anchor Trust Management | Feb 7, 2024 | Estate Planning, Trust Administration, Wills & Trusts
If you’re the parent, elder, or guardian of a child or adult with special needs, there are important elements to consider when creating your estate plan. Establishing a special needs trust (SNT) can provide financial support – both during your life and after your...
by Anchor Trust Management | Jan 31, 2024 | Fraud, Litigation, Wills & Trusts
Most clients don’t anticipate litigation in the wake of a loved one’s death. Unfortunately, however, disputes and even crimes do occur during the probate process. Working with a litigation attorney from the start can ensure you’re well prepared if the unexpected...
by Anchor Trust Management | Jan 24, 2024 | Advance Care Directives, Estate Planning, Wills & Trusts
Florida law considers your business an asset just as much as your car or 401K – and if you pass away without a will or trust, your business affairs may not be handled as you might expect. Establishing a business plan in a will or trust can help ensure your...
by Anchor Trust Management | Jan 17, 2024 | Advance Care Directives, Estate Planning, Records, Wills & Trusts
There’s more to estate planning than wills and trusts. Advance care directives help take care of you while you’re alive, and there are various advance care directives designed to cover medical, financial, and professional decisions. One of the primary advance care...
by Anchor Trust Management | Jan 10, 2024 | Advance Care Directives, Estate Planning, Records
When developing your estate plan, advance care directives are just as important as your will or trust. Designating a power of attorney can provide extensive support throughout your life. Types of Power of Attorneys A power of attorney (or POA) is an advance care...
