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December 12, 2011

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

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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December 9, 2011

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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December 7, 2011

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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December 6, 2011

Do Your Beneficiary Designations and Will or Trust Match Up?

By Sabrina Winters

Many people think that whatever their Will or Trust says is what goes. Well, this is somewhat incorrect. The reality is that if your asset has a named beneficiary, then that beneficiary designation takes precedence over any distribution your Will or Trust may make. For example: Your money market account you own alone has [...]

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November 16, 2011

It Is Not Always How You Think It Is

By Sabrina Winters

Under North Carolina law, it is not always your spouse ultimately who may make medical decision on your behalf. The following persons (summarized from the statute), in the order indicated, are authorized to consent to medical treatment on behalf of a patient who is comatose or otherwise lacks capacity to make or communicate health care [...]

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November 9, 2011

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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October 26, 2011

iPad Apps Specifically For Autistic Children And Adults

By Sabrina Winters

A few months back I wrote a blog about iPad Apps For Special Needs Children. As a follow up to this, I wanted to share a story that aired on 60 Minutes recently regarding Apps for Autism. You can watch the full story on YouTube at Apps for Autism. Although I heard some not so [...]

Posted in Children, Special Needs Children | Comments (0) | Trackbacks (1)

October 24, 2011

5 Things Your Child’s Caretaker Should Always Have Or Know

By Sabrina Winters

I took my daughter to the pediatrician the other day for her yearly check up. And while I was waiting to check in I heard the nurse say to the woman in front of me: “If you are not the parent we will need something in writing from a parent to treat the child.” It [...]

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October 21, 2011

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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September 29, 2011

Should You Treat Your Children Equally?

By Sabrina Winters

We have a running joke in my family that my youngest sibling (my brother) has always been the favorite. Maybe it is because he was the baby in an Italian family or maybe it was because he was the only son. All kidding aside, I know my parents love us each equally. They do love [...]

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Charlotte, North Carolina Estate Planning Attorney

Tag Archives: charlotte north carolina estate planning

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

How To Find Someone To Fill Your Shoes

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

Do Your Beneficiary Designations and Will or Trust Match Up?

It Is Not Always How You Think It Is

It Could Happen To Any Of Us At Anytime

iPad Apps Specifically For Autistic Children And Adults

5 Things Your Child’s Caretaker Should Always Have Or Know

Federal Estate Tax Changes For 2012

Should You Treat Your Children Equally?

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