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 | 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 | 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...
