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 | 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...
