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
Tags: Affect of Bankruptcy on Estate Planning, bankruptcy, 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 NC Wills and Trust Attorney, charlotte north carolina estate planning, charlotte north carolina last will and testament, charlotte north carolina revocable living trust, charlotte wills, Charlotte Wills and Trust Attorney, Estate Planning, estate planning attorney, Executor, Last Will and Testament, NC WIlls Attorney, North Carolina Bankruptcy, north carolina estate planning, North Carolina Probate, North Carolina Wills Attorney, Wills and Trust Attorney, Wills Attorney
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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 8, 2010
By Sabrina Winters
A Guardian and a Trustee have two completely different roles, but may be the same person. A Guardian is named in a Last Will and Testament or a Living Trust. He or she essentially is nominated to raise the chid or children and make parental decision until the age of 18. A Trustee is appointed [...]
Posted in Beneficiary Designations, charlotte north carolina living trusts, charlotte north carolina trust, Guardianship, Last Will and Testament
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, Guardianship, mecklenburg county probate, NC revocable living trust, north carolina estate planning, north carolina Revocable Living Trust, sabrina winters, sabrina winters attorney at law, trustee, trustee in north carolina, trustee of a revocable living trust, trustee of a revocable trust, trustee of a trust, 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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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 23, 2010
By Sabrina Winters
If you have been nominated in a person’s Last Will and Testament as the Executor (the person whom collects the assets and distributes them and manages the estate) you will not be able to perform your duties unless you have been appointed by the Court as the Executor. Your appointment is reflected through the Letter [...]
January 15, 2009
By Sabrina Winters
The initial documents and information that are required by the State of North Carolina to file a Probate are as follows: 1. The original Last Will and Testament; 2. All the full names, mailing addresses and ages of each Beneficiary named in the Last Will and Testament; 3. Application for Letters Testamentary; 4. Oath of Office; 5. Bond (if required); [...]
