Latest Blog Entries

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. […]

Reflections On The Importance Of Veterans Day

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 […]

Did you have the chance to hear us on the radio?

It’s not all meetings, documents and talking about sad things around here!  I sometimes get to do fun stuff as well! Francene Marie (also known as the “Media Queen”) an award winning radio personality invited me as well as Lori Walker, the Vice President of the Charlotte area Alzheimer’s Association to speak on the importance […]

The “Making An Impact Awards” for 2013 go to?

So humbled and honored to have been nominated for the Elite Attorney Award given by Women with Know-How!  I would like to congratulate all the outstanding women who were nominated for their amazing accomplishments!  I am looking forward to meeting and getting to know each of you November 1st! Most Impactful Woman: Amelia Old Founder, Pretty in The […]

As a parent, have you taken these important steps to protect your children?

With the start of a new school year, the lazy days of summer are over! As a parent, this time of the year I so hectic. Getting our kids used to a new teacher or maybe a new school. Getting up earlier and in to a routine can be daunting. But, don’t let these important […]

A Candid Interview with Sabrina Winters

If you love a Senior that lives in the Charlotte, North Carolina area, The Shepherd’s Center of Charlotte is a great resource for them.  The Shepherd’s Center  of Charlotte provides a comfortable environment for Seniors to socialize and connect with other Seniors having similar interests as them. They also plan excursions (such as plays and […]

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