Top 5 Estate Planning Mistakes

posted: June 28, 2010

I recently read a report that suggested that only about 20 percent of the population has a formal estate plan. After reviewing the points below, please take a minute to consider whether it’s time for you to create or update your estate plan. Here are a few of the top 5 estate planning mistakes that […]

Planning for Incapacity

posted: June 24, 2010

In the area of estate planning, there are many different aspects that you will have to consider. One of these areas is what will happen if you are incapacitated. Here are a few things to consider about planning for potential incapacity in the future. Choosing Representation If you are incapacitated, you may not be able […]

A personal family scare

posted: June 23, 2010

It is one thing to hear me say repeatedly how important it is to have a written plan for what you want to happen in case of certain situations…a healthcare issue for example.  Emergencies really do happen and happen to all of us, even my family. Our family recently had a health scare with my […]

Advantages of a Revocable Living Trust

posted: June 22, 2010

Let’s look at some of the advantages of having a revocable living trust in place: Avoids Probate – Probate is the legal process for transferring your property when you die. Assets named in trust avoid the costly and time-consuming court probate proceedings. Avoids Multiple State Probate Proceedings – A living trust can be especially helpful […]

An Explanation of Gift Taxes

posted: May 6, 2010

Each person may gift up to $13,000 per individual per year in 2010.  A married couple may gift up to $26,000 per individual per year in 2010.  These amounts are exempted gifts.  Each person is allowed $1 million lifetime gifting. If more than $13,000 is gifted to one individual in one year, the person making […]

An Explanation of the Current Status of the Federal Estate Tax

posted: May 4, 2010

In 2009 the Federal Estate Tax Exclusion was $3.5 million.  In 2010 there is no Federal Estate Exclusion. What does this mean?  It doesn’t matter how large your estate is, there  will be no federal estate tax (often referred to as the death tax) if you die in 2010. In 2009 there was a step […]

Have your current Living Revocable Trust reviewed

posted: May 3, 2010

Our Firm is often asked by clients to review their Revocable Living Trusts which were created by other Firms.  We are happy to do it and commend those clients who approach us for this service.  It not only means that they understand the importance of having a properly drafted Estate Plan, but they are taking […]

Don’t risk disinheriting your future children

posted: May 2, 2010

I met with a couple last week who wanted me to review a Will they had prepared last year. They went to an on line website to do it themselves.  They answered all the questions that popped up and received a nicely put together document. The reason they had come to me was because they […]

A Great letter from the Presbyterian Buddy Kemp Cancer House

posted: March 7, 2010

I received a wonderful letter the other day from Marcia Lampert, the Director at the Presbyterian Buddy Kemp Caring House in Charlotte, North Carolina.  The Cancer Center was referred to me by the North Carolina Bar to speak to their community regarding end of life planning. It is hard to deal with our own incapacity […]

The Blogs/Content on Webste/Downloads are made available by the lawyer or law firm publisher for educational purposes as well as to provide general information and a general understanding of the law. IT IS NOT PROVIDED AS SPECIFIC LEGAL ADVICE TO THE READER. By using the information provided on or via the Blogs/Content on Website/Downloads the reader understands that there is no attorney client relationship created between the reader and the attorney. The Blog/Content on Website/Downloads should not be used as a substitute for competent legal advice from a licensed professional attorney in the state of the reader.

15720 John J. Delaney Drive, Suite 300 Charlotte, NC 28277

Phone: (704) 843-1446 Fax: (704) 973-0773 Email:

© 2010 - 2012 Sabrina Winters, Esq Sabrina Winters, Attorney at Law, PLLC All Rights Reserved

Website by Big Ring Interactive