Life Insurance | Charlotte, North Carolina Estate Planning Attorney

Tag Archives: life insurance

August 22, 2011

How To Obtain A Death Certificate In North Carolina

The loss of a loved one may be a very difficult and frustrating time for some. If you have recently lost a loved we are sorry for your loss. The steps to take now can be overwhelming, but requesting a death certificate is a great place to get started. You will need a death certificate [...]

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August 18, 2011

Two Years Later And Steve McNair’s Estate Drama Continues

By Sabrina Winters

On the field, Steve McNair was everything you expected from a quarterback. Strong leader, decisive and full of will. As the owner of the NFL’s, Tennessee Titans, Bud Adams Jr. once proclaimed, “He played with unquestioned heart and leadership and led us to places that we had never reached, including our only Super Bowl.” Unfortunately, [...]

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August 15, 2011

4 Traits A Trustee Should Possess

By Sabrina Winters

Trust administration is more complicated than many people may realize. So, when deciding whom to name as your administrator, you may want to first explore the traits that the individual should have before making your decision. This is not the time to choose just to be fair or to keep the peace in the family. [...]

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August 8, 2011

5 Topics To Discuss With Elderly Parents

By Sabrina Winters

As a child, I don’t like to think about my parents potentially needing to be cared for in a nursing home or myself or my siblings needing to make an end of life decision for them. But the reality is that this is a likely possibility. My recent blog post (Ways To Approach Tough Conversations [...]

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August 1, 2011

Do Your Beneficiaries Match Those Named in Your Will or Trust?

By Sabrina Winters

As an estate planning attorney in Charlotte, North Carolina, I have unfortunately seen many circumstances where a person goes through the time and expense of having an estate plan done, only to fail to update their beneficiaries on their financial or retirement accounts before they pass away. An example of this would be Mary naming [...]

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July 15, 2011

An Ex-Spouse Should Also Be An Ex-Beneficiary!

By Sabrina Winters

I can’t tell you how often I meet with clients that have been divorced (sometimes for several years) who still have their ex-spouse named as beneficiary on their IRA, 401K, investment accounts and even Life Insurance policies. Now, this may have been done on purpose with forethought and intent. But, let’s face it – an [...]

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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 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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Charlotte, North Carolina Estate Planning Attorney

Tag Archives: life insurance

How To Obtain A Death Certificate In North Carolina

Two Years Later And Steve McNair’s Estate Drama Continues

4 Traits A Trustee Should Possess

5 Topics To Discuss With Elderly Parents

Do Your Beneficiaries Match Those Named in Your Will or Trust?

An Ex-Spouse Should Also Be An Ex-Beneficiary!

You May Not Want It But You Need It!

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

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