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Greetings!
I have been asked many times "what makes your firm different from the all the rest?" I love getting this question because to me it is a reflection on the person asking the question. It signifies that you know the importance of estate planning and want to work with an attorney who shares the same values and beliefs as you do.
I make it a priority to get to know you, your family and the values and priorities that are important to you so that I may better serve your unique needs. I hear you and most importantly listen to your wishes and desires and use my experience to help customize the best family estate plan to fit your personal needs.
I do not believe in "sign it and forget it." Together, we will build a relationship and your customized plan (we design together) will be the natural result of our relationship.
These values are the core of what my practice is based on. As a result, I have developed unique systems to give you the guidance you need to build and maintain a life of prosperity and wealth.
Sincerely,
Sabrina Winters
Sabrina Winters, Attorney at Law, PLLC
704-843-1446
swinters@sabrinawinterslaw.com
www.ncestateplanninginfo.com
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Smart Women Plan for the Future
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Most people refer to Estate Planning, as Estate Planning. It is a common term used industry wide. You will see, that I do not refer to Estate Planning, as Estate Planning. I believe that a person is made up of more than just assets. We are an accumulation of a legacy, a family and wealth. Therefore, my interpretation of Estate Planning is Legacy, Family and Wealth Planning.
Having said that, regardless of your assets, every woman needs to plan for the future, and this includes creating a Legacy, Family and Wealth Plan. Depending on your assets and your
needs, a Legacy, Family and Wealth Plan can be an intricate undertaking; sometimes so intricate
as to be discouraging. But the task can be made easier by understanding each aspect in simple easy to understand terms.
Having a good attorney-can take all the fear out of
planning your estate.
The part of the plan
discussed here today is the distribution of
assets. After all, ensuring that assets are distributed how you want and to whom you want is what drives
most people to see an attorney in the first place.
Your Trust
is the main document that describes and gives instruction for the distribution
of assets. One of the most useful purposes a trust can serve is to allow you to
avoid unnecessary estate taxes and probate expenses when passing assets to your
spouse and children. A trust can also give you the opportunity to choose when
and how to pass an inheritance to your chosen beneficiaries: for education, for
business ventures, for family security, and more. A Trust is one of the most versatile and
useful tools in thee estate planning arsenal.
Your Last Will and Testament is another important document dealing with the distribution of
assets. If you have a Trust it is likely that all of your assets are owned by
that Trust, and a Last Will and Testament should merely be a short "just-in-case" document passing
any probated assets to your Trust to be distributed accordingly. However, if you do not have a Trust, your Last Will and Testament should be far more in depth, designating an executor, beneficiaries, and
your wishes for asset distribution. A Last Will and Testament by itself cannot help you avoid a
lengthy or expensive probate, but it will at least ensure that your property is
distributed according to your wishes.
The distribution of assets may
be what brings most people to the table in the first place, but it is never the
last step.
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Sabrina Winters, Attorney at Law, PLLC
15720 John J. Delaney Drive
Suite 300
Charlotte, North Carolina 28277
704-843-1446
www.ncestateplanninginfo.com
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