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How to File Your Loved One’s Final Tax Return

How to File Your Loved One’s Final Tax Return

by Anchor Trust Management | Apr 3, 2024 | Probate, Records, Wills & Trusts

The probate process can be very complex, and filing your loved one’s final tax return is key to closing their estate efficiently. We’ll review current Florida estate laws to help guide you through this important probate responsibility. Who Is Responsible for Filing a...
Finding Hidden Assets

Finding Hidden Assets

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...
Wrongful Death: Do I Need an Estate Attorney?

Wrongful Death: Do I Need an Estate Attorney?

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...
What Google’s Inactive Account Policy Means for You

What Google’s Inactive Account Policy Means for You

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...
Wills vs. Trusts

Wills vs. Trusts

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....
How To Find a Trustworthy Notary

How To Find a Trustworthy Notary

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,...
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Recent Posts

  • Wills & Trusts: Beware of AI
  • How to File Your Loved One’s Final Tax Return
  • Estate Planning: Heirs With Addictions
  • Finding Hidden Assets
  • Cryptocurrency and Estate Planning

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