December 31, 2010
By Sabrina Winters
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 [...]
Posted in Beneficiary Designations, charlotte north carolina living trusts, charlotte north carolina trust, Last Will and Testament, Probate Process
Tags: beneficiary designation, charlotte estate planning, charlotte estate planning attorney, charlotte north carolina estate planning, charlotte trust attorney, charlotte trusts, charlotte wills, charlotte wills and trusts, charlotte wills attorney, Estate Planning, legacy planning, mecklenburg county probate, north carolina estate planning, north carolina TOD, north carolina TOD's, north carolina transfer on death account, north carolina transfer on death accounts, sabrina winters, sabrina winters attorney at law, sabrina winters estate planning attorney, succession planning, TOD, TOD's, transfer on death account, trusts, union county probate, wills
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November 10, 2010
By Sabrina Winters
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 [...]
Posted in charlotte north carolina living trusts, charlotte north carolina trust, Collections, Last Will and Testament, Other ways to Protect Children, Probate Process, trusts
Tags: charlotte estate planning attorney, charlotte last will and testament, charlotte nc estate planning, charlotte NC estate planning attorney, charlotte NC last will and testament, charlotte NC revocable living trust, charlotte north carolina estate planning, charlotte north carolina last will and testament, charlotte north carolina revocable living trust, estate attorney charlotte, estate attorney north carolina, Executor, Gaston County Probate, mecklenburg county probate, NC revocable living trust, north carolina estate planning, north carolina Revocable Living Trust, sabrina winters, sabrina winters attorney at law, trustee, union county probate
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November 3, 2010
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 [...]
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: charlotte estate planning attorney, charlotte last will and testament, charlotte nc estate planning, charlotte NC estate planning attorney, charlotte NC last will and testament, charlotte NC revocable living trust, charlotte north carolina estate planning, charlotte north carolina last will and testament, charlotte north carolina revocable living trust, estate attorney charlotte, estate attorney north carolina, Estate Planning, Executor, Gaston County Probate, Last Will and Testament, mecklenburg county probate, NC revocable living trust, north carolina estate planning, north carolina Revocable Living Trust, Probate, revocable living trust, sabrina winters, sabrina winters attorney at law, trust, trustee, trusts, union county probate, wills
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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 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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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 30, 2010
By Sabrina Winters
A portion of the following list is provided to you from the North Carolina Estate Settlement Guide. This is a checklist of what the Executor’s responsibilities are within the first month of being appointed. This is not to be considered legal advise and or a complete checklist of what is required of an Executor. It [...]
Posted in Executor Responsibilities, Probate Process
Tags: charlotte executor duties, charlotte executor duty, charlotte north carolina executor responsibilities, charlotte north carolina probate process, charlotte probate process, Executor, Letters Testamentary, north carolina executor duties, North Carolina Probate, Probate
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July 28, 2010
By Sabrina Winters
For those of you who still aren’t convinced that avoiding Probate should be a priority, here is a link (http://tinyurl.com/probatefees) to the list of fees that the North Carolina Probate Court charges for various documents, filings and actions in a probate matter. By they way, some were just raised…again. When calculating fees, don’t forget to [...]
