Estate Planning | Charlotte, North Carolina Estate Planning Attorney

Tag Archives: Estate Planning

July 13, 2011

What’s My Password Again?

I met with a client the other day who lost his friend and he came to me for some help on how to get his friend’s affairs in order. As we went through the check list of things to look for, my client looked at me and said “He did all his banking on line [...]

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July 11, 2011

You May Not Want It But You Need It!

By Sabrina Winters

Most people spend more time planning for their summer vacation than they do planning their estate. Some people may plan up to a year ahead or more for a vacation, spending thousands of dollars, especially if it involves a cruise or overseas travel. One family in a noted travel magazine has their vacations planned from [...]

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June 17, 2011

North Carolina Probate “Nuggets”

By Sabrina Winters

“We Don’t Speak Legal Advice Here” In North Carolina, the Clerk of Superior Court serves as the Probate Judge and cannot practice law. Therefore, the Clerk’s office is not allowed to provide legal advice. As an Executor, don’t expect the Clerk or the Clerk’s staff to prepare accounts or complete Probate forms, or offer assistance [...]

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June 14, 2011

So what if I don’t have a Will or Trust in place…big deal!

By Sabrina Winters

Many people assume that when a person passes away, that person’s property is automatically transferred to the spouse or “next of kin”. I have had some clients even think that the state takes it all! In North Carolina, when a person dies without a Will, marital relationships, children, and surviving parents may all need to [...]

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June 7, 2011

In The Words Of A Granddaughter Left Behind

By Sabrina Winters

My sister in law, sadly, lost her Granny a few years ago. She was very close with her and has felt her loss very deeply. Her Granny planned every aspect of her passing, down to the wording of her obituary. I asked my sister-in-law if she would share her experiences and feelings from the perspective [...]

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May 31, 2011

6 Reasons To Update Your Estate Plan

By Sabrina Winters

As an estate planning attorney in Charlotte, North Carolina I often meet with clients who understand the importance of having a properly drafted estate plan. What I don’t see often enough is that these same clients forget it is just as important to keep their wills and trusts up-to-date. These estate planning documents should not [...]

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May 25, 2011

3 Questions To Consider When Pre-Planning For A Nursing Home

By Sabrina Winters

The decisions regarding placing a family member into a nursing home are some of the toughest that a spouse, child or family member will be faced with. The decision is not just based on finances, but is deeply rooted on emotions… which by the way are not consistent day to day. Unfortunately, many people do [...]

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May 19, 2011

3 Legal Documents Every Graduating Senior Needs to Ensure Parents Can Make Important Medical And Financial Decisions On Their Child’s Behalf (Press Release)

By Sabrina Winters

As a local attorney, I can’t stress enough how timely (and critical!) this information is. Many young adults in our area will soon be heading off to college or traveling abroad without the 3 key documents (Advance Health Care Directive, HIPAA Form and Financial Power of Attorney) they need for mom or dad to oversee [...]

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May 18, 2011

Talking To Parents About Estate Planning, Not A Comfortable Conversation

By Sabrina Winters

As a Charlotte estate planning lawyer, I know how common it is for each generation to avoid planning for their death. I have heard many adult children speak to me with tears in their eyes about how hard it has been to get mom and dad to even talk about it. Few people are eager [...]

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May 13, 2011

Will Your Small Business Survive After Your Death?

By Sabrina Winters

You have worked hard for your North Carolina business – planning every step of its’ growth. But have you planned for what will happen to the business after your death?

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Charlotte, North Carolina Estate Planning Attorney

Tag Archives: Estate Planning

What’s My Password Again?

You May Not Want It But You Need It!

North Carolina Probate “Nuggets”

So what if I don’t have a Will or Trust in place…big deal!

In The Words Of A Granddaughter Left Behind

6 Reasons To Update Your Estate Plan

3 Questions To Consider When Pre-Planning For A Nursing Home

3 Legal Documents Every Graduating Senior Needs to Ensure Parents Can Make Important Medical And Financial Decisions On Their Child’s Behalf (Press Release)

Talking To Parents About Estate Planning, Not A Comfortable Conversation

Will Your Small Business Survive After Your Death?

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