Author Archives: Sabrina Winters

What Is The Difference Between A Trustee And An Executor?

By Sabrina Winters

This is a great question and it is often asked at my consultations. An executor is a person named in a Last Will and Testament.  This person’s role is to submit the original Last Will and Testament to the Probate Court in the county where the person died and request authority from the Clerk to [...]

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Powers Of Attorney…What Are They And What Do They Do?

By Sabrina Winters

Generally speaking, there are various types of powers of attorney in North Carolina; each with its’ own specific function.  Their function is more detailed than I will provide below.  However, generally it is as follows… 1.  Durable General Power of Attorney:  This Power of Attorney is created so that someone can manages finances for you.  [...]

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“I Don’t Need A Last Will And Testament.” Are You Sure About That?

By Sabrina Winters

I hear this often.  And to be honest it is a legitimate question.  After all, without really knowing what happens when you do not have anything in writing, how can you really know if you need a Will or not?   At every stage of your life there are different things to think about.  However, the [...]

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How To Find Someone To Fill Your Shoes

By Sabrina Winters

A big part of the estate planning process is choosing certain individuals to step in and either take over or assist you with certain aspects of your life.  What roles are we talking about? Executor  (to handle the collection and distribution of your estate); Guardian of minor children (to raise your minor children); Trustee of [...]

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10 Life Events That Should Trigger A Review Of Your Estate Plan

By Sabrina Winters

I know that reading your Will or Trust is not the most interesting reading material you have laying around your house.  However, for your estate plan to work it is important that it changes as your life changes.  No estate plan should ever be treated as a sign it and forget it document or stuffed [...]

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Do Your Beneficiary Designations and Will or Trust Match Up?

By Sabrina Winters

Many people think that whatever their Will or Trust says is what goes.  Well, this is somewhat incorrect.  The reality is that if your asset has a named beneficiary, then that beneficiary designation takes precedence over any distribution your Will or Trust may make.   For example:  Your money market account you own alone has [...]

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It Is Not Always How You Think It Is

By Sabrina Winters

Under North Carolina law, it is not always your spouse ultimately who may make medical decision on your behalf. The following persons (summarized from the statute), in the order indicated, are authorized to consent to medical treatment on behalf of a patient who is comatose or otherwise lacks capacity to make or communicate health care [...]

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Reflections On The Importance Of Veterans Day

By Sabrina Winters

As the days grow shorter and the nights get colder we anticipate all that comes with changing seasons, particularly the holiday season spent with family and friends.  Our days are busy ones with getting children ready for school, running them to practice, daily errands and keeping a home.  Days inevitably run into each other and [...]

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It Could Happen To Any Of Us At Anytime

By Sabrina Winters

My best friend and I talk almost every day, at the very least every other day.  I have to admit we don’t always have something “important” to say, but we have been friends for almost 25 years so I guess you don’t need to justify the call with a reason.   So, when I called [...]

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