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Estate Planning: Heirs With Addictions

Estate Planning: Heirs With Addictions

by Anchor Trust Management | Mar 20, 2024 | Estate Planning, Trust Administration, Wills & Trusts

It’s a subject that’s painful to talk about, but one that affects many families. When creating your estate plan, what should be done if a family member – perhaps an adult child or grandchild – struggles with addiction? Addiction in the US Recent insights from the...
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...
Creating a Special Needs Trust

Creating a Special Needs Trust

by Anchor Trust Management | Feb 7, 2024 | Estate Planning, Trust Administration, Wills & Trusts

If you’re the parent, elder, or guardian of a child or adult with special needs, there are important elements to consider when creating your estate plan. Establishing a special needs trust (SNT) can provide financial support – both during your life and after your...
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...
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....
Do Leisure Vehicles Go Through Probate?

Do Leisure Vehicles Go Through Probate?

by Anchor Trust Management | Oct 18, 2023 | Probate, Trust Administration, Wills & Trusts

With year-round weather perfect for outdoor activities, Florida is a great place to own and enjoy a leisure vehicle. But what happens after an individual passes away? Here are just a few examples of leisure vehicles: Motorcycles Boats Jet skis RVs ATVs Firstly,...

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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  2. Finding Hidden Assets | Anchor Trust Management on Do Leisure Vehicles Go Through Probate?
  3. Cryptocurrency and Estate Planning | Anchor Trust Management on What Happens When There’s No Will?
  4. Creating a Special Needs Trust | Anchor Trust Management on Designating a Power of Attorney
  5. Discussing Estate Planning During the Holidays | Anchor Trust Management on How Do I Provide for My Pets After My Death?

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p: (813) 444-2573
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