Trust administration is more complicated than many people may realize. So, when deciding whom to name as your administrator, you may want to first explore the traits that the individual should have before making your decision. This is not the time to choose just to be fair or to keep the peace in the family. [...]
Category Archives: charlotte north carolina trust
December 31, 2010
Minimizing Probate Fees in Mecklenburg County and Union County by Using Transfer on Death (TOD) Accounts
Minimizing probate costs or avoiding probate all together is a very real concern for people who want to make sure certain assets such as stocks, bonds, brokerage and bank accounts automatically pass to their heirs upon their death. In such a scenario, Transfer on Death Accounts (also known as TOD’s) can be a very useful [...]
December 13, 2010
PRESS RELEASE: Add Estate Planning to Your List of Resolutions in 2011!
Resolving to get your legal affairs in order is one of the most important things you can do to make sure your family, wishes and assets are protected if something unexpectedly happens to you this year. Charlotte, North Carolina: While many people focus on getting out of debt or getting organized for the New Year, [...]
December 10, 2010
It’s Snowbird Season…Don’t Let Your Estate Plan Leave You Out in the Cold!
When I used to live up north, it seemed as though 9 out of 10 people I knew were snowbirds! Flocking to LaGuardia and JFK taking “flight” every winter to head to a warmer climate during the long northeast winter months. Then like clockwork, return around Easter time to get away from the heat and [...]
November 30, 2010
PRESS RELEASE: ARE YOU LEGALLY PREPARED FOR AN ACCIDENT OVER THE DANGEROUS HOLIDAY TRAVEL SEASON?
FOR IMMEDIATE RELEASE Contact: Sabrina Winters Phone: (704) 843-1446 Email: swinters@sabrinawinterslaw.com With the stores crowded, traffic horrendous and holiday parties in full swing, the period between Thanksgiving and New Years Day is undoubtedly one of the most dangerous travel times of the year. Charlotte lawyer, Sabrina Winters, urges families to be prepared by making necessary [...]
November 30, 2010
A Truly Unique Holiday Gift!
As your Charlotte estate and tax-planning lawyer, I would like to ask how your holiday shopping is going? If you are like me you are trying your best to fit holiday shopping into every day family and work life, running errands and all other day-to-day obligations. What if I told you to skip the malls [...]
November 15, 2010
How Does Bankruptcy Affect Estate Planning
There were recent reports that Wall-Street economist have declared the recession officially over. I am not certain through whose eyes they determined this. I look around and still see far too many families struggling to recover to consider it over. And while I acknowledge things may be improving on some level, I still find it [...]
November 10, 2010
Privacy Advantages of a Living Trust
I have assisted clients as a wills and trust attorney for over 10 years. In that time, I have found that many clients do not fully understand the privacy issues that will face their family should they die without a living trust. If you have a Last Will and Testament or no written plan in [...]
November 8, 2010
What is a Guardian? What is a Trustee?
A Guardian and a Trustee have two completely different roles, but may be the same person. A Guardian is named in a Last Will and Testament or a Living Trust. He or she essentially is nominated to raise the chid or children and make parental decision until the age of 18. A Trustee is appointed [...]
November 5, 2010
4 Reasons Why Young Professionals Need an Estate Plan
As a North Carolina estate planning attorney, I know young professionals have a lot to think about…starting their careers, buying their first home, starting a family. All of these accomplishments are just the beginning of many bigger life events to come. So it is a rare day when someone in this generation wants to think [...]