Latest Blog Entries

Charlotte Estate Planning Lawyer: 5 Estate Planning Must-Haves

As a Charlotte estate planning lawyer, I am often asked by my clients to explain what comprises a basic estate plan. Unfortunately, there’s no simple answer to this question because an estate plan all depends on the situation and the needs of the individual. For instance, a basic estate plan for one person might include […]

Charlotte Estate Planning Attorney: How to Use a 529 Plan to Save for Education Expenses While Benefiting Your Estate

By Charlotte Estate Planning Attorney Sabrina Winters If you’ve heard of a 529 Plan, you probably think of it as a means of education funding for your children or your grandchildren. These plans are sponsored by state agencies or educational institutions, and they’re available to people of all income brackets. While a 529 Plan is […]

Charlotte Will and Trust Lawyer on How to “Marie Kondo” Your Financial Life and Streamline Your Estate Planning Process

By Charlotte Will and Trust Lawyer Sabrina Winters If you’re not familiar with Marie Kondo, take some time this week to watch one of her videos on YouTube or check out her new Netflix series, Tidying Up with Marie Kondo. It’s incredible to watch the relief and joy that people experience just by implementing her […]

Charlotte Will and Trust Attorney: How to Talk to Your Adult Children About the Inheritance You Plan on Leaving Them

By Charlotte Will and Trust Attorney Sabrina Winters As people get into their senior years, it is natural to start thinking about the end of life. Those thoughts can bring about concern regarding the type of inheritance to leave to adult children and exactly how to carry out your wishes when passing down your assets […]

Charlotte Elder Law Attorney: Tips When Caring for an Out-of-State Elderly Parent

One of the hardest things an adult child must handle is the responsibility of overseeing their elderly parent’s care. As a Charlotte elder law attorney, I find that this situation is only made harder when the child and parent live in different states. While arranging for transportation, healthcare, and day-to-day activities is challenging, matters are […]

Charlotte Estate Planning Attorney: Can I Use a Revocable Living Trust for Asset Protection?

Trusts are excellent legal tools that can be used to accomplish most estate planning and asset protection planning goals. The most common type of trust is a Revocable Living Trust which will hold your assets and help avoid the Mecklenburg County probate process when you pass away. However, as a Charlotte estate planning attorney, I […]

Charlotte Estate Planning: What You Should Know About Joint Ownership and Its Alternatives

Joint ownership in layman’s terms is synonymous with co-ownership. If a property is owned by more than one individual, it is referred to as being held in joint tenancy. What is the Advantage of Joint Ownership as an Estate Planning Method? One of the major advantages of joint ownership of an asset is that it […]

Charlotte Estate Planning Lawyer Answers, “Can Minors Inherit Assets?”

Most parents expect their children to inherit their assets if they unexpectedly pass away. But what happens if the child is a minor when mom or dad dies? Because the minor is not a legal adult and cannot inherit assets, a Mecklenburg County probate judge will need to appoint a legal guardian who will be […]

Advantages of Creating a Personalized Healthcare Directive for Seniors in Mecklenburg County

One of the first questions that a senior is generally asked when they enter a hospital or long-term care facility is whether they have a living will in place that specifies their wishes for healthcare. If the senior does not have one but wants to make his or her wishes known, he or she will […]

Feud Between Brothers Demonstrates the Need to Plan for Long-Term Care

Although you may never be fully prepared for a family emergency, it is possible to take preventative steps to ensure that your loved ones will be taken care of when faced with the unexpected. A recent New Jersey appeals court case demonstrates how important it is for families to establish a long-term care plan before […]


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