October 25, 2010
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 [...]
Posted in Estate Planning, Executor Responsibilities, Last Will and Testament, Probate Process
Tags: administrator, administrator of an estate, appointment of an administrator, Appointment of an executor, charlotte nc estate planning, charlotte nc executor, charlotte north carolina estate planning, charlotte north carolina executor, charlotte wills, Estate Planning, estate planning attorney, Executor, executor of an estate, Last Will and Testament, mecklenburg county probate, nc estate planning, north carolina estate planning, north carolina executor, north carolina executor duties, north carolina last will and testament, north carolina last will and testaments, north carolina probate and administration, Probate, union county probate, wills
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October 18, 2010
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 [...]
Posted in Estate Planning, Guardianship, Last Will and Testament, Retirement Accounts, trusts
Tags: 401K, 55 and older, charlotte estate planning, charlotte nc estate planning, charlotte NC wills, charlotte north carolina estate planning, charlotte north carolina wills, charlotte wills, Estate Planning, estate planning attorney, estate planning attorney charlotte NC, estate planning attorney charlotte north carolina, estate planning for retirement, IRA, poor estate planning, sabrina winters
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October 13, 2010
By Sabrina Winters
It is hard to determine the length of time it will take to finalize a Probate or Administration in North Carolina. There are many determining factors. Just to name a few: 1. Where are the assets located? All with one institution or several? 2. How much time does the appointed Executor or Administrator have to [...]
Posted in charlotte north carolina living trusts, charlotte north carolina trust, Estate Planning, Executor Responsibilities, Last Will and Testament, Probate Process
Tags: administrator, asset protection, charlotte nc estate planning, charlotte north carolina estate planning, duration of probate, Estate Planning, Executor, how long does probate take, Last Will and Testament, mecklenburg county administration, mecklenburg county probate, nc estate planning, North Carolina Probate, north carolina probate and administration, north carolina wills, revocable living trust, revocable trust, trusts, union county administration, union county probate, wills
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October 8, 2010
By Sabrina Winters
Probate is a legal procedure required by North Carolina Statutes to distribute the assets of a person who has died with a Last Will and Testament. If the person did not have a Last Will and Testament, then the procedure is called an Administration. It is filed in the county where the person resided at [...]
Posted in Estate Planning, Executor Responsibilities, Last Will and Testament, Probate Process
Tags: charlotte nc probate, charlotte north carolina probate, Estate Planning, Executor, Last Will and Testament, mecklenburg county probate, mecklenburg nc probate, mecklenburg north carolina probate, nc probate, north carolina estate planning, north carolina last will and testament, north carolina last will and testaments, North Carolina Probate, probate attorney charlotte nc, probate attorney charlotte north carolina, probate attorney north carolina, probate court north carolina, union county probate, union nc probate, union north carolina probate, wills
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October 4, 2010
By Sabrina Winters
Who needs a Last Will and Testament? The answer is everyone needs a written estate plan. Whether you need a Last Will and Testament or a Revocable Living Trust depends on your circumstances and your personal situation.
Posted in charlotte north carolina living trusts, charlotte north carolina trust, Estate Planning, Last Will and Testament, trusts
Tags: ballantyne estate planning, ballantyne north carolina estate planning, charlotte nc estate planning, charlotte north carolina estate planning, charlotte wills, Estate Planning, Last Will and Testament, nc estate planning, north carolina estate planning, north carolina last will and testaments, north carolina wills, revocable living trust, sabrina winters, sabrina winters attorney at law, wills
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September 9, 2010
By Sabrina Winters
One of the reasons why people choose to create a Revocable Living Trust versus a Last Will and Testament is because (if done properly) a Revocable Living Trust will avoid probate. The way a Revocable Living Trust avoids probate is by transferring certain assets into the Trust and retitling the owner as the name of [...]
Posted in Last Will and Testament, Probate Process, trusts
Tags: Estate Planning, funding a trust, Last Will and Testament, north carolina entireties property, north carolina estate planning, north carolina last will and testament, North Carolina Probate, north carolina probate of real property, North Carolina probate process, north carolina Revocable Living Trust, north carolina revocable living trusts, north carolina trust, north carolina trusts, Probate, revocable living trust, revocable trust
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September 2, 2010
By Sabrina Winters
There are many considerations to be made when either appointing an Executor in a Will or obtaining an appointment as an Executor. There are many valid reasons why a named Executor in a Last Will and Testament may not want to accept the appointment. On the other hand, there are many reasons (both legal and [...]
August 24, 2010
By Sabrina Winters
North Carolina Statutes dictate the following: 1. By a subsequent written will or codicil or other revocatory writing executed in the manner provided herein for the execution of written wills {signed and witnessed} , or 2. By being burnt, torn, canceled, obliterated, or destroyed, with the intent and for the purpose of revoking it, by [...]
August 20, 2010
By Sabrina Winters
Yes. In the last year, North Carolina has created a statutory requirement that an attorney who drafts an attested written will or a codicil to an attested written will must have his or her name and business address affixed to the instrument and indicate that he or she is the drafter.
August 9, 2010
By Sabrina Winters
One of the more common comments I hear as to why clients have procrastinated calling an attorney to assist them with estate planning is that they were concerned that they had to do too much preparing for the meeting. There really isn’t much you have to do, especially when you work with our Firm. When [...]
