Category Archives: Estate Planning

December 10, 2010

It’s Snowbird Season…Don’t Let Your Estate Plan Leave You Out in the Cold!

By Sabrina Winters

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 [...]

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Posted in advanced medical directives, Beneficiary Designations, charlotte north carolina living trusts, charlotte north carolina trust, Estate Planning, Last Will and Testament, living will, power of attorney Tags: , , , , , , , , , , , , , , , , , , , , , , , , , | Comments (0) | Trackbacks (0)
December 7, 2010

Who Will be the Guardian of Your Children?

By Sabrina Winters

As a mom, the thought of leaving my daughter to grow up without one or God forbid both of her parents is heartbreaking. No one could possibly raise my child as I know her dad and I could (not that we are perfect!)  As a parent, how do you decide who will raise your children? [...]

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Posted in Beneficiary Designations, Children, Estate Planning, Guardianship Tags: , , , , , , | Comments (0) | Trackbacks (0)
December 3, 2010

Legacy Planning…How Estate Planning Should be Viewed

By Sabrina Winters

I have practiced in the area of Estate Planning for over 10 years. The reasons why clients create an estate plan vary, but one of the most common connections between clients that I have seen is that they consider it to be me more than just about money and “things”. When we die we leave [...]

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Posted in Children, Estate Planning Tags: , , , , , , , , , , , , , , , , , , , | Comments (0) | Trackbacks (0)
November 30, 2010

PRESS RELEASE: ARE YOU LEGALLY PREPARED FOR AN ACCIDENT OVER THE DANGEROUS HOLIDAY TRAVEL SEASON?

By Sabrina Winters

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 [...]

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Posted in advanced medical directives, Beneficiary Designations, charlotte north carolina living trusts, charlotte north carolina trust, Children, Estate Planning, Financial Power of Attorney, Guardianship, Last Will and Testament, living will, power of attorney, trusts Tags: , , , , , , , , , , , , , , , , , , , , , , , , , | Comments (0) | Trackbacks (0)
November 30, 2010

A Truly Unique Holiday Gift!

By Sabrina Winters

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 [...]

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Posted in Beneficiary Designations, charlotte north carolina trust, Estate Planning, Estate Taxes, Family Limited Partnerships, Federal Estate Taxes, trusts Tags: , , , , , , , , , , , , , , , , , , , , , | Comments (0) | Trackbacks (0)
November 22, 2010

Planning for Special Needs Children

By Sabrina Winters

If your child is receiving certain types of government assistance which they are receiving based on their assets, a direct inheritance may potentially disqualify them from receiving that assistance. How do you get around this without actually disinheriting your child?  Simply do not provide for a direct inheritance to them and instead create a Special [...]

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Posted in Beneficiary Designations, Children, Estate Planning, Special Needs Children, trusts Tags: , , , , , , , , , , , , , , , | Comments (0) | Trackbacks (0)
November 5, 2010

4 Reasons Why Young Professionals Need an Estate Plan

By Sabrina Winters

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 [...]

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Posted in advanced medical directives, Beneficiary Designations, charlotte north carolina living trusts, charlotte north carolina trust, Estate Planning, Financial Power of Attorney, Guardianship, living will, power of attorney, Retirement Accounts, trusts Tags: , , , , , , , , , , , , , , , , , , , , , , , , | Comments (0) | Trackbacks (1)
November 3, 2010

What is the Difference Between a Last Will and Testament and a Revocable Living Trust?

By Sabrina Winters

There are similarities between a Last Will and Testament and a Revocable Living Trust: 1. both pass along specific assets, 2.  both name guardians, 3. both are written,signed and witnessed; 4.  both can be amended and revoked. The differences between both are what sets them apart: A Last Will and Testament, appoints an Executor who [...]

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Posted in Beneficiary Designations, charlotte north carolina living trusts, charlotte north carolina trust, Estate Planning, executing living trust, executing revocable living trust, executing trusts, Executor Responsibilities, Last Will and Testament, Probate Process, trusts Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , | Comments (0) | Trackbacks (0)
October 25, 2010

What is an Executor? What is an Administrator?

By Sabrina Winters

I often receive calls from individuals whom were told by the bank that they need to be appointed as the Executor or Administrator of an Estate before any financial information on the decedent is released; and they want to know what that means.  What is an Executor?  What is an Administrator?  They have the same [...]

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Posted in Estate Planning, Executor Responsibilities, Last Will and Testament, Probate Process Tags: , , , , , , , , , , , , , , , , , , , , , , , , | Comments (1) | Trackbacks (0)
October 18, 2010

Estate Plan Needs And Concerns Change Along With Our Lives

By Sabrina Winters

I gave a presentation to a 55 and older community in Cary, North Carolina this weekend.  I have always said that there are different estate planning objectives at each stage in life.  I don’t only say that because of my many years of experience in this area, but it is also confirmed by the types [...]

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Posted in Estate Planning, Guardianship, Last Will and Testament, Retirement Accounts, trusts Tags: , , , , , , , , , , , , , , , | Comments (0) | Trackbacks (0)