by Anchor Trust Management | Nov 29, 2023 | Estate Planning, Records, Wills & Trusts
Florida law requires the filing of an original will upon a decedent’s passing – but wills can’t be filed with the court before the testator’s death. Storing your will securely, then, is critical. We’ll review some popular options for will storage, to help you make...
by Anchor Trust Management | Nov 22, 2023 | Estate Planning, Legacy Giving, Wills & Trusts
It’s the season of giving, and now’s the perfect time to consider adding legacy giving to your estate plan. Through legacy giving – also known as planned giving – you can allocate funds or assets to your charities of choice. We’ll review some of your options for...
by Anchor Trust Management | Nov 15, 2023 | Digital Assets, Probate, Records
Earlier this year, Google announced an update to their inactive account policy. Beginning in December, accounts that have been inactive for more than two years may be deleted. This includes content in Google Workspace – like Gmail and Docs – along with...
by Anchor Trust Management | Nov 8, 2023 | Probate, Trust Administration, Wills & Trusts
Both wills and trusts are legal documents that help distribute your assets after your death. However, there are a number of differences between wills and trusts. We’ll review the pros and cons of each, to help you create an estate plan that’s aligned with your goals....
by Anchor Trust Management | Nov 1, 2023 | Estate Planning, Probate, Wills & Trusts
If you’re in the midst of legacy planning, you may be in need of a notary. Here’s what you need to know about notarizations in Florida for wills and related documents, plus how to find one you can trust. Am I Required to Notarize My Will? At the time of this writing,...
by Anchor Trust Management | Oct 25, 2023 | Estate Planning, Pets, Wills & Trusts
Pets are family, and therefore an essential part of estate planning. A pet trust can provide peace of mind, knowing your pet will be well taken care of after your death. Learn more about creating a pet trust, and why a trust may offer more protections than other...
by Anchor Trust Management | Oct 18, 2023 | Probate, Trust Administration, Wills & Trusts
With year-round weather perfect for outdoor activities, Florida is a great place to own and enjoy a leisure vehicle. But what happens after an individual passes away? Here are just a few examples of leisure vehicles: Motorcycles Boats Jet skis RVs ATVs Firstly,...
by Anchor Trust Management | Oct 11, 2023 | Digital Assets, Probate, Wills & Trusts
Probate is the legal process that administers a decedent’s estate and distributes inheritance to the decedent’s heirs. There are many intricacies to the process, probate laws vary by state, and each individual’s estate is unique. If you’re experiencing the loss of a...
by Anchor Trust Management | Oct 4, 2023 | Fraud, Litigation, Probate
Bereavement should be a time of feeling loved and supported by one’s family, friends, and community – but unfortunately, those grieving are often targeted by a host of bad actors. These schemes range from scammers pretending to be debt collection agencies to...
by Anchor Trust Management | Sep 27, 2023 | Litigation, Probate, Wills & Trusts
When an individual passes away, either the decedent’s will or the court appoints a personal representative – also referred to in other states as an executor – to manage the decedent’s estate. Often, the personal representative is the decedent’s spouse, adult child, or...
