Category Archives: Beneficiary Designations

Traditions…when should they be broken?

posted: October 17, 2012

Confession time! I played a little hooky from work the other day and treated myself to a manicure in the middle of the day nonetheless! My enjoyment for that hour or so is the peace and quiet. It’s not having to make too much conversation or maybe reading up on some People stories.  I do […]

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Do Your Beneficiary Designations and Will or Trust Match Up?

posted: December 6, 2011

Many people think that whatever their Will or Trust says is what goes.  Well, this is somewhat incorrect.  The reality is that if your asset has a named beneficiary, then that beneficiary designation takes precedence over any distribution your Will or Trust may make.   For example:  Your money market account you own alone has […]

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Should You Treat Your Children Equally?

posted: September 29, 2011

We have a running joke in my family that my youngest sibling (my brother) has always been the favorite.  Maybe it is because he was the baby in an Italian family or maybe it was because he was the only son.  All kidding aside, I know my parents love us each equally.  They do love […]

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Don’t Risk Your Inheritance – Name Alternate Beneficiaries

posted: January 21, 2011

As a Charlotte probate attorney, I help families every day choose who they want to name as the beneficiary of their estate when they pass away.  While this may seem like an easy task, it can actually get quite complicated if you have very specific wishes as to whom you want to receive your assets […]

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It’s Snowbird Season…Don’t Let Your Estate Plan Leave You Out in the Cold!

posted: December 10, 2010

When I used to live up north, it seemed as though 9 out of 10 people I knew were snowbirds! Flocking to LaGuardia and JFK taking “flight” every winter to head to a warmer climate during the long northeast winter months.  Then like clockwork, return around Easter time to get away from the heat and […]

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Who Will be the Guardian of Your Children?

posted: December 7, 2010

As a mom, the thought of leaving my daughter to grow up without one or God forbid both of her parents is heartbreaking. No one could possibly raise my child as I know her dad and I could (not that we are perfect!)  As a parent, how do you decide who will raise your children? […]

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PRESS RELEASE: ARE YOU LEGALLY PREPARED FOR AN ACCIDENT OVER THE DANGEROUS HOLIDAY TRAVEL SEASON?

posted: November 30, 2010

FOR IMMEDIATE RELEASE Contact:  Sabrina Winters Phone:  (704) 843-1446 Email:  swinters@sabrinawinterslaw.com With the stores crowded, traffic horrendous and holiday parties in full swing, the period between Thanksgiving and New Years Day is undoubtedly one of the most dangerous travel times of the year.  Charlotte lawyer, Sabrina Winters, urges families to be prepared by making necessary […]

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A Truly Unique Holiday Gift!

posted:

As your Charlotte estate and tax-planning lawyer, I would like to ask how your holiday shopping is going?  If you are like me you are trying your best to fit holiday shopping into every day family and work life, running errands and all other day-to-day obligations.  What if I told you to skip the malls […]

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Planning for Special Needs Children

posted: November 22, 2010

If your child is receiving certain types of government assistance which they are receiving based on their assets, a direct inheritance may potentially disqualify them from receiving that assistance. How do you get around this without actually disinheriting your child?  Simply do not provide for a direct inheritance to them and instead create a Special […]

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