by Anchor Trust Management | Jan 3, 2024 | Advance Care Directives, Digital Assets, Estate Planning, Legacy Giving, Pets, Wills & Trusts
In Florida, anyone over 18 years old and of sound mind can create a will. We’ll review the reasons to create a will, regardless of how many assets you own, plus additional documents to consider. Wills Are Important at Any Age If you haven’t yet created a will or...
by Anchor Trust Management | Dec 27, 2023 | Advance Care Directives, Digital Assets, Estate Planning, Records, Wills & Trusts
From wills and trusts to advance care directives, your estate plan offers protections and provisions for yourself and your loved ones. As you age, your family dynamic changes, or your list of assets grows, your estate plan should adapt to continually reflect your...
by Anchor Trust Management | Dec 20, 2023 | Advance Care Directives, Digital Assets, Estate Planning, Pets, Wills & Trusts
Family gatherings can be a good opportunity to discuss estate planning, but timing and empathy is everything. We’ll review important aspects of estate planning, plus tips to help the conversation flow smoothly. Estate Planning Is More Than a Will or Trust Many...
by Anchor Trust Management | Dec 13, 2023 | Advance Care Directives, Estate Planning, Records, Wills & Trusts
When you consider estate planning, you may only think about what happens after you die. But what if you were to become incapacitated due to an injury or illness? There are a number of legal protections you can establish, should you ever find yourself physically or...
by Anchor Trust Management | Dec 6, 2023 | Litigation, Probate, Trust Administration
A wrongful death lawsuit can be an incredibly challenging process. Learn more about Florida laws surrounding wrongful death cases, and how our team can support you during this tragic time. Wrongful Death in Florida Wrongful death occurs when the negligence of an...
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,...
