Category Archives: Last Will and Testament

Not many had these 10 things on their 2014 Resolutions list! You should!

posted: January 9, 2014

Happy New Year!  Now that the champagne has been consumed and the party horns have been put away, it’s time to really begin the New Year.   You may or may not be sticking to those resolutions you made on January 1st, but even if they are a vague memory at this point, I challenge you […]

What Is The Difference Between A Trustee And An Executor?

posted: December 19, 2011

This is a great question and it is often asked at my consultations. An executor is a person named in a Last Will and Testament.  This person’s role is to submit the original Last Will and Testament to the Probate Court in the county where the person died and request authority from the Clerk to […]

4 Traits A Trustee Should Possess

posted: August 15, 2011

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. […]

PRESS RELEASE: Add Estate Planning to Your List of Resolutions in 2011!

posted: December 13, 2010

Resolving to get your legal affairs in order is one of the most important things you can do to make sure your family, wishes and assets are protected if something unexpectedly happens to you this year. Charlotte, North Carolina:   While many people focus on getting out of debt or getting organized for the New Year, […]

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 […]


posted: November 30, 2010

FOR IMMEDIATE RELEASE Contact:  Sabrina Winters Phone:  (704) 843-1446 Email: 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 […]

How Does Bankruptcy Affect Estate Planning

posted: November 15, 2010

There were recent reports that Wall-Street economist have declared the recession officially over. I am not certain through whose eyes they determined this. I look around and still see far too many families struggling to recover to consider it over.   And while I acknowledge things may be improving on some level, I still find it […]

Privacy Advantages of a Living Trust

posted: November 10, 2010

I have assisted clients as a wills and trust attorney for over 10 years.  In that time, I have found that many clients do not fully understand the privacy issues that will face their family should they die without a living trust. If you have a Last Will and Testament or no written plan in […]

What is a Guardian? What is a Trustee?

posted: November 8, 2010

A Guardian and a Trustee have two completely different roles, but may be the same person. A Guardian is named in a Last Will and Testament or a Living Trust.  He or she essentially is nominated to raise the chid or children and make parental decision until the age of 18. A Trustee is appointed […]


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