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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...
Designating a Healthcare Surrogate

Designating a Healthcare Surrogate

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...
Where To Store Your Will

Where To Store Your Will

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...
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...
How to Organize Estate Documents

How to Organize Estate Documents

by Anchor Trust Management | Sep 20, 2023 | Digital Assets, Probate, Records

When you’re grieving, the thought of managing financial accounts and legal documents can be highly stressful. But it’s critical to ensure your loved one’s wishes are honored and their legacy is protected. If you’ve been named the personal representative of an estate –...
Probate in the Digital Age

Probate in the Digital Age

by Anchor Trust Management | Sep 6, 2023 | Digital Assets, Probate, Records

From healthcare to grocery shopping, work to taxes, so much of our life is connected digitally. Many of us don’t realize the amount of online accounts we’ve accrued over the years. After the death of a loved one, these accounts need to be closed efficiently and...
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Recent Posts

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