December 13, 2010
By Sabrina Winters
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, [...]
Posted in advanced medical directives, charlotte north carolina living trusts, charlotte north carolina trust, Estate Planning, Estate Taxes, Last Will and Testament, living will, power of attorney, trusts
Tags: advanced directives, charlotte advanced directives, charlotte estate planning, charlotte living will, charlotte NC advanced directives, charlotte nc estate planning, charlotte nc living will, charlotte NC power of attorney, charlotte NC trust attorney, charlotte NC wills, charlotte NC wills and trusts, charlotte NC wills attorney, charlotte north carolina advanced directives, charlotte north carolina estate planning, charlotte north carolina living will, charlotte north carolina power of attorney, charlotte north carolina trust attorney, charlotte north carolina wills, charlotte north carolina wills and trusts, charlotte north carolina wills attorney, charlotte POA, charlotte trust attorney, charlotte wills, charlotte wills and trusts, charlotte wills attorney, durable power of attorney, Estate Planning, estate planning charlotte, estate planning charlotte NC, estate planning charlotte north carolina, estate planning in charlotte, estate planning in north carolina, estate taxes, federal estate taxes, HCPOA, healthcare power of attorney, living will, nc poa, NC power of attorney, NC wills and Trusts, north carolina POA, north carolina power of attorney, power of attorney, sabrina winters, sabrina winters attorne
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November 30, 2010
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 [...]
Posted in Beneficiary Designations, charlotte north carolina trust, Estate Planning, Estate Taxes, Family Limited Partnerships, Federal Estate Taxes, trusts
Tags: charlotte estate planning, charlotte estate planning attorney, charlotte north carolina estate planning, charlotte north carolina estate planning attorney, Estate Planning, estate tax planning, estate taxes, family limited partnership, federal estate tax planning, federal estate taxes, generation skipping tax, generation skipping taxes, GST, inheritance by children, inheritance by grandchildren, north carolina tax planning, sabrina winters, sabrina winters attorney, tax planning, tax planning attorney, trusts, wills
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August 16, 2010
By Sabrina Winters
Not every asset is handled in the same way when transferring it (also known as “funding the trust”) into the Revocable Living Trust. As a matter of fact, there are certain types of assets that if transferred into the Revocable Living Trust will cause significant tax consequences. A common manner in naming a Revocable Living [...]
Posted in Estate Planning, Estate Taxes, Retirement Accounts, trusts
Tags: funding a trust, IRA, life insurance, north carolina estate planning, north carolina estate planning attonrey, real property, revocable living trust, revocable trust, trust, trusts
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August 20, 2009
By Sabrina Winters
The Gift Tax annual exclusion in 2009 is $13,000. This allows an individual to gift up to $13,000 of cash property per year to each child (or any other person), free of any gift tax. If you are married, you can gift $26,000 per year, per person tax-free. This could be from your property, your [...]
August 19, 2009
By Sabrina Winters
This is probably the most popular type of arrangement for married couples with substantial estates. It provides that at the death of the first spouse, his/her estate will be split into two parts. One part, equal to the estate tax exemption amount ($3,500,000 in 2009) would go into a Trust so it would not be [...]
August 18, 2009
By Sabrina Winters
You may not think you have a “small” estate after knowing the following. Assets that are included in determining the value of your Estate may surprise you. Your gross estate for Federal estate tax purposes is a broad concept. It is not limited to probate property or by state tax exemptions. It includes all your [...]
August 4, 2008
By Sabrina Winters
At first, most clients that meet with me think that they do not have a large enough Estate to be concerned about it being taxed when they pass away. When I have completed asking them questions they are amazed at the true value of their Estate. The reality is that many people need to start planning [...]