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Estate Planning for Business

Estate Planning for Business

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...
Creating a Living Will

Creating a Living Will

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...
Designating a Power of Attorney

Designating a Power of Attorney

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...
How Old Should You Be To Make a Will?

How Old Should You Be To Make a Will?

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...
How Often Should You Update Your Estate Plan?

How Often Should You Update Your Estate Plan?

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...
Discussing Estate Planning During the Holidays

Discussing Estate Planning During the Holidays

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...
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