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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...
Estate Planning and Charitable Giving

Estate Planning and Charitable Giving

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...
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,...
How Do I Provide for My Pets After My Death?

How Do I Provide for My Pets After My Death?

by Anchor Trust Management | Oct 25, 2023 | Estate Planning, Pets, Wills & Trusts

Pets are family, and therefore an essential part of estate planning. A pet trust can provide peace of mind, knowing your pet will be well taken care of after your death. Learn more about creating a pet trust, and why a trust may offer more protections than other...
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