December 7, 2010
By Sabrina Winters
As a mom, the thought of leaving my daughter to grow up without one or God forbid both of her parents is heartbreaking. No one could possibly raise my child as I know her dad and I could (not that we are perfect!) As a parent, how do you decide who will raise your children? [...]
November 15, 2010
By Sabrina Winters
There were recent reports that Wall-Street economist have declared the recession officially over. I am not certain through whose eyes they determined this. I look around and still see far too many families struggling to recover to consider it over. And while I acknowledge things may be improving on some level, I still find it [...]
Posted in Beneficiary Designations, charlotte north carolina living trusts, charlotte north carolina trust, Collections, Last Will and Testament, News and Current Events, Other ways to Protect Children, Retirement Accounts, trusts
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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
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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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February 27, 2009
By Sabrina Winters
If you’ve been wondering whether it’s worth the time and money to have a lawyer help you with your estate plan, the New York Times is here with an answer, and everything you need to know is right there in the title of the article: Good Advice Makes All the Difference in Estate Planning. Learning [...]