Tag Archives: north carolina power of attorney

Do You Know The Warning Signs For A Scam?

By Sabrina Winters

There are numerous scammers out there, many of whom prey on the elderly.  The Better Business Bureau has some guidelines to follow to prevent these scammers from taking advantage of your loved ones. Full article: Financial Elder Abuse – BBB Has Warning Signs and Offers Prevention Tips. If you think that someone you love has [...]

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Pat Summitt Has Some Important Decisions To Make NOW

By Sabrina Winters

As the coach of the Lady Vols basketball program at the University of Tennessee, Pat Summitt has amassed a legendary record with her teams winning 8 NCAA Championships, 29 SEC tournaments and regular season championships. She elevated the program to the highest level in women’s collegiate sports while always crediting her success to her players. [...]

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Is Your Family Prepared For An Emergency During School Hours?

By Sabrina Winters

It’s back to school time.  Do you know the 3 things every parents should know before filling out the school emergency card? While the school emergency card allows someone to pick your kids up if they are sick or something comes up for mom or dad—it does NOT give the people on the card permission to [...]

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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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Ways to Approach Tough Conversations With Mom or Dad

By Sabrina Winters

When meeting with a wills and trusts lawyer in Charlotte, North Carolina for the first time, many adult children realize that they have no idea where their parents stand in terms of having the right plans in place to protect their assets and wishes if something happens to them. Do their parents have a will [...]

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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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What’s My Password Again?

By Sabrina Winters

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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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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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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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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