Category Archives: Uncategorized

Could It Be That You Have Something In Common With The Groundhog?

By Sabrina Winters

I’m not certain there are official statistics for this, but based on my years of experience as a Charlotte wills and trust lawyer, a common denominator among my clients that have no estate plan in place when they come to meet me is that it has been too difficult to face their own mortality.  They [...]

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Procrastination

By Sabrina Winters

Benjamin Franklin once said, “You may delay, but time will not.” We all get busy and we all put things off on a daily basis.  Most of the things we delay in getting done,  like grocery shopping and getting gas, will probably not dramatically change your life if you get to it on Friday instead [...]

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Estate Planning Presentation – Buddy Kemp Cancer Center, Charlotte, NC

By Sabrina Winters

Please join me on January 17, 2012 at The Presbyterian Buddy Kemp Cancer Support Center. Whether you are healthy or ill, wealthy or poor, young or old, Estate Planning does not discriminate.  Everyone needs to have a written plan in place. Come find out what steps you need to take to get your affairs in [...]

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Twas The Night Before Christmas…Not What You Would Expect

By Sabrina Winters

I came across this in a mailing I received which indicated it was written by Lance Corporal James M. Schmidt.  The words put this holiday season into perspective for me.  I hope that in your reading of it, that it will show you as well what the true meaning of the Christmas season is.   [...]

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“I Don’t Need A Last Will And Testament.” Are You Sure About That?

By Sabrina Winters

I hear this often.  And to be honest it is a legitimate question.  After all, without really knowing what happens when you do not have anything in writing, how can you really know if you need a Will or not?   At every stage of your life there are different things to think about.  However, the [...]

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How To Find Someone To Fill Your Shoes

By Sabrina Winters

A big part of the estate planning process is choosing certain individuals to step in and either take over or assist you with certain aspects of your life.  What roles are we talking about? Executor  (to handle the collection and distribution of your estate); Guardian of minor children (to raise your minor children); Trustee of [...]

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10 Life Events That Should Trigger A Review Of Your Estate Plan

By Sabrina Winters

I know that reading your Will or Trust is not the most interesting reading material you have laying around your house.  However, for your estate plan to work it is important that it changes as your life changes.  No estate plan should ever be treated as a sign it and forget it document or stuffed [...]

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It Could Happen To Any Of Us At Anytime

By Sabrina Winters

My best friend and I talk almost every day, at the very least every other day.  I have to admit we don’t always have something “important” to say, but we have been friends for almost 25 years so I guess you don’t need to justify the call with a reason.   So, when I called [...]

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Federal Estate Tax Changes For 2012

By Sabrina Winters

The IRS announced recently that the amount that an estate is exempt from estate taxes will increase next year. Anyone dying in 2012 the basic exclusion from estate tax amount will be $5,120,000 (up from $5,000,000 in 2011).   The annual gift amount per year per person will remain at $13,000.00.

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