Estate Planning Attorneys in Eastern and Northern Kentucky and Charlotte, North Carolina
Helping Families Preserve Their Wealth During and After Their Lifetime
Thank you for visiting the Estate Planning Information Center for Eastern and Northern Kentucky and Charlotte, North Carolina, brought to you by The Potter Law Firm. We are estate planning attorneys based in Ashland in Eastern Kentucky, Erlanger in Northern Kentucky, and the Ballantyne area of Charlotte, North Carolina, whose mission is to provide residents of Eastern and Northern Kentucky, Mecklenburg County, North Carolina, and surrounding areas with quality estate planning resources. When you visit or call our offices, we want you to feel comfortable discussing such an important issue concerning both you and your family. We want to arm you with the information you need to make an informed decision about your family's future.
Estate Planning: Wills and Living Trusts
Through the use of Living Trusts, Wills (simple & complex), Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, and Charitable Gifting Strategies, our firm helps families preserve their wealth for future generations, minimize estate taxes, and avoid the expense and nightmare of probate.
Legacy Planning
Legacy Planning is a more holistic approach to estate planning. We help clients preserve their financial wealth and their legacy, including their life stories and family heirlooms, for future generations. Our non-traditional planning methods include special provisions and protections in Living Trusts, Wills (simple & complex), Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, and Charitable Gifting Strategies. This planning also includes minimizing estate taxes, avoiding the expense and nightmare of probate, protecting against remarriage after death of the 1st spouse, and protecting beneficiaries from a possible future divorce.
Family-Owned Businesses & Farms
Our law firm offers estate planning assistance for the unique needs of Family Businesses and Farms. We help clients preserve this important part of their legacy for future generations.
Estate Planning for the GLBT Community
We offer guidance and assistance to members of the GLBT Community on their unique estate planning needs. This includes assistance in setting up Living Trusts, and Health Care Directives.
Incapacity Planning
Our law firm helps clients create a plan to handle their affairs in the event of an incapacity before they pass away. This includes planning to avoid a Living Probate or Guardianship proceeding.
IRA & Retirement Planning
Our law firm has experience in the complex area of estate planning with IRAs and other retirement plans. We help ensure clients and their beneficiaries are protected by employing tax reduction techniques.
Elder Law & Medicaid Services
We help clients qualify for government medical benefits legally and ensure their estates are preserved for their families, instead of their nest egg being wiped out by high nursing home expenses.
Asset Protection & Business Planning
We help clients who are small business owners and those who are most susceptible to being sued by assisting with Lawsuit and Asset Protection. We also assist with Business Succession Planning and Small Business Planning. Some of the tools and strategies used are Family Limited Partnerships, Limited Liability Companies and Buy-Sell Agreements.
Special Needs Planning
We offer assistance to clients who have special needs family members by creating Special Needs Estate Plans. These tailored plans help them preserve government benefits while having their loved one cared for in all areas of their life: financial, educational and medical, and most importantly, their emotional and personal needs in the future.
Trust Administration & Probate
We help families who have experienced the loss of a loved one with the ensuing Probate or Trust Administration process.
Financial Planning
We help clients preserve their wealth and achieve their long-term financial goals. Our attorneys work closely with clients’ financial advisors to make sure their estate plan and their financial plan are coordinated and meet the clients goals.
Our Ashland office is conveniently located on Carter Avenue in downtown Ashland, Kentucky. Our Erlanger office is located within a 20-minute drive of much of Northern Kentucky, including Florence and Union in Boone County; Covington, Fort Mitchell, Fort Wright, Crestview Hills, and Independence in Kenton County; and Newport, Fort Thomas, and Cold Spring in Campbell County.
Our Charlotte office is located in Ballantyne off Johnston Road at I-485, serving Mecklenburg County, Union County, and surrounding counties in North Carolina.
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