Latest Blog Entries

What does a divorce have to do with your Estate Plan?

If you already have Advanced Directives (Durable Power of Attorney and Health Care Power of Attorney) in place and you are going through a divorce or are recently divorced, you have some very important steps to take NOW! Without a doubt, your divorce will have a major impact on your estate plan. I know…this is […]

It is not just any old business…it is your LEGACY!

Ernest Becker, the Pulitzer Prize-winning psychologist and author of The Denial of Death wrote, “…what man really fears is not so much extinction, but extinction with insignificance.” Estate Planning is so much more than the distribution of “things” and “money”.  Estate Planning, if you truly look to the underlying motivation of why we even create an Estate […]

Could It Be That You Have Something In Common With The Groundhog?

February 2nd…the day we all find out how much more of this cold winter we should anticipate. I’m not certain there are official statistics for this, but based on my years of experience as a Charlotte wills and trust lawyer, a common denominator among my clients that have no estate plan in place when they […]

Not many had these 10 things on their 2014 Resolutions list! You should!

Happy New Year!  Now that the champagne has been consumed and the party horns have been put away, it’s time to really begin the New Year.   You may or may not be sticking to those resolutions you made on January 1st, but even if they are a vague memory at this point, I challenge you […]

Attention Business Owners – have you taken these important steps?

As a business owner myself, I know how much work goes into growing a business. And I know the thoughts that go through our minds each and every day. I am always thinking about something happening to me and the risks on my business, my employees and my family.  But, then I stop and reassure […]

20 Item Checklist for Executor in First Month of Appointment

You may have been told by a Bank that you need Letters in order to access the account of a loved one.  Probate is the legal process that is required to obtain these Letters and only the Clerk of Court can issue these…not an attorney. A portion of the following list is provided to you directly […]

Why Integrated Wealth Strategy Planning should be something YOU do

Planning for affluent families requires a team of experts – typically your Estate Planning attorney, your CPA, your financial advisor, and your insurance professional at a minimum.  Coordinated and integrated planning, through what I call Integrated Wealth Strategies Planning, is the key to accomplishing your goals. The ideal candidates for Integrated Wealth Strategies Planning include […]

15 life changes that signal when your Estate Plan needs review

I always tell my clients to never approach Estate Planning as “once and done” or “sign it and forget it”.  Our lives are continuously changing. Family dynamics change, our health changes, our marital status changes, etc. You should make it a practice to have your Estate Plan reviewed every year or two to ensure your […]

The benefits of Life Insurance…let me count the ways

I am not a Financial Advisor; I am “just” a very experienced Estate Planning Attorney in Charlotte, North Carolina. Having said that, I want to emphasize that life insurance can play an incredibly significant roll in Estate Planning. A qualified financial advisor  can show you how Life Insurance could be a planning method to accomplish […]

Caring + Compassion = Priceless!

Just received an incredibly humbling review from a Client whom I assisted with setting up a Revocable Living Trust plan in Charlotte, North Carolina.  I love what I do and I do what I love; it’s priceless to me that my Clients see that! Testimonial: November 14, 2013 “Wow, were we completely impressed with Sabrina. […]

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