Facebook-f Instagram Linkedin-in Tiktok Youtube
estate planning attorney

Welcome to

SabrinaWinters

Attorney at Law, PLLC

Schedule a Meeting Now

What’s the biggest excuse why people do not have an Estate Plan?

None of the reasons for not having an estate plan are legitimate.  Wealth does not dictate if you need a North Carolina Estate Plan. Don't let life get in the way of planning your sickness and death.  And don't be fooled that this is a one-time deal...review and amend your estate plan as often as needed.

POSTED ON: October 27, 2022

I don’t need a survey to tell me what I already know from my prospective clients. Somewhere along the way, they were told, or they read, or they assumed that they needed to have a “large enough” estate to warrant the effort to create one. The truth is, it makes no difference how large your estate is on whether you should have one or not. The answer across the board is 100% always YES YOU DO NEED ONE!   Wealth does not dictate if you need a North Carolina Estate Plan or not.

You can find out more here: Waiting will devastate your family  

But, for those of you who are numbers people, here are some interesting stats from Investment News’ published in their recent article entitled “Procrastinating Americans putting off estate plans, says D.A. Davidson survey.”

  1. 34% of adults in the U.S. have an estate plan
  2. 37% said they didn’t have a plan because they felt they didn’t have a large enough estate to warrant one.
  3. Procrastination came in second place, with 32% of those surveyed saying they “haven’t gotten around to it.”
  4. 20% of those who actually created estate plans hadn’t updated them in the last five years
  5. Consulting an experienced estate planning attorney has a positive effect when it comes to creating an estate plan. The survey said that the number of those having a plan jumped from 18% to 56%, if they worked with a professional at some point.  The survey showed those who have worked with a professional also feel more confident and prepared to discuss their estate plan and end-of-life wishes than those who have never worked with one, the survey showed.
  6. Regarding gender differences, 72% of the women surveyed don’t have an estate plan compared to 59% of men. This spread should narrow as the wage gap closes between males and females.

None of the reasons for not having an estate plan are legitimate.  Wealth does not dictate if you need a North Carolina Estate Plan. Don’t let life get in the way of planning your sickness and death.  And don’t be fooled that this is a one-time deal…review and amend your estate plan as often as needed.

Contact Sabrina Winters, Attorney at Law, TODAY to schedule your strategy session.

BOOK YOUR STRATEGY SESSION HERE

Reference: Investment News (Oct. 11, 2022) “Procrastinating Americans putting off estate plans, says D.A. Davidson survey”
Recent Posts
View More

Speak With A Lawyer

Pick a Time to Speak With One Of Our Attorneys at Sabrina Winters, Attorney at Law, PLLC
Schedule a Strategy Session

Join Our eNewsletter

Join Our Sabrina Winters, Attorney at Law, PLLC and Get Regular Article Updates
Subscribe

Client Success Stories

Ms. Winters skillfully and thoughtfully answered my legal question and provided guidance for how to proceed. Though brief, this was my best experience in recent memory with an attorney. She is a breath of fresh air.
–Pam
After procrastinating for many years, I decided it was past time to get my will in order. I chose Sabrina Winters randomly and scheduled a consultation. After meeting, I hired her to draw up my will. She was very attentive, personable, and extremely competent. Thank you Sabrina.
–Bonnie
Sabrina is wonderful to work with. From start to finish, she was very helpful in explaining all of the different options and giving us the best advice. When it comes to planning for the unplanned it can be difficult. However, with Sabrina she made it very easy and understandable.
–Trent
We hired Sabrina Winters to setup a trust for our family. Sabrina was extremely helpful and patient with us as we worked through the process. Sabrina was thorough and professional and went above and beyond to ensure that all of our questions were answered.
–Sondra
Sabrina drafted our will. It could not have been a better experience. She took the time to get to know us, our concerns and explained everything in easy to understand language. She loves the law and has a true passion for what she does and it shows. Thank you Sabrina from the Whaley family.
–Tim
Going through probate is a very stressful time for survivors. My aunt and I reached out to Sabrina for advice and consultation after the death of my uncle. We found her comforting words and patience in helping us navigate through the process to be invaluable. Sabrina has a very genuine manner and my aunt was at peace for the first time in weeks after our meeting. I would highly recommend her firm!
–Randy
From our first encounter with Sabrina at her office in Ballantyne, we felt very at ease with our choice. She is welcoming, caring and extremely knowledgable. You can tell she enjoys what she does and approaches each client with the greatest respect and warmth.
–Kerri
Like many other reviewers, I put off getting my legal documents in order for too long. When I finally made the decision to act I was so glad to meet someone like Sabrina Winters. She was friendly, knowledgeable, and provided suggestions I had not thought about but make perfect sense. Now I feel protected and confident my wishes will be honored. I would highly recommend Sabrina.
–Lynn
Previous
Next
Read More Testimonials

Copyright © 2024 Sabrina Winters, Attorney at Law, PLLC. All rights reserved. Some artwork provided under license agreement.