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Home » Estate Planning » Attend an Estate Planning Seminar in June

Attend an Estate Planning Seminar in June

June 13, 2015 by John Potter

432Many people are remiss when it comes to estate planning because they do not have enough information. When you do not know exactly how to proceed, procrastination can set in, and this is understandable.

At the same time, you are taking a risk when you go through life without an estate plan, and the risk is compounded as you get older.

Knowledge Is Power

We do everything possible to provide a steady stream of information on this website. Our blog is updated with fresh information, and we also offer a rather comprehensive electronic library of in-depth special reports.

These reports cover many different estate planning and elder law topics, and you can download all of the reports free of charge.

In addition to the dissemination of written information, we also offer free estate planning seminars on an ongoing basis. We have a number of seminars coming up in Huntersville, NC, this week. These seminars are specifically going to focus on wills and trusts.

A will can be a logical choice for some people, but your estate must be probated when you use a last will to facilitate asset transfers. Probate is a legal process that provides certain protections, but it can be time-consuming and expensive.

It is possible to get assets into the hands of your heirs outside of the process of probate. There are trusts that can accomplish this objective. Revocable living trusts are very popular among people who would like to avoid probate.

There are other types of trusts that are useful for high net worth individuals who are exposed to the federal estate tax. Special needs trusts can be used to provide for people with disabilities who are receiving government benefits. You could use a spendthrift trust to leave an inheritance to a loved one who has difficulty handling money properly.

We will cover wills and trusts in detail at the June seminars. Space is still available at the Huntersville seminars at North County Regional Library on Tuesday, June 16 at 2:00 p.m.; at Hampton Inn Huntersville on Tuesday, June 16 at 6:30p.m.; and at the Huntersville Professional Building on Wednesday, June 17 at 10:00 a.m.  The seminars will run for a couple of hours.

We do not charge an admission fee, but we do ask that you register in advance so that we can reserve your seat. You can see the entire list of seminars on our seminar schedule page, and you can click on the seminar that you want to attend to register.

We are also offering free consultations to people who attend our seminars, and you can request an appointment at the conclusion of the session.

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Filed Under: Estate Planning

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Overall The Potter Firm was very professional. They took what could of been a very complicated process and were able to break it down so it was a lot easier to understand. We are confident we now have made the right decisions in our estate planning. Good firm to work with.

DKS & KMS Client Review August 28, 2020

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John Potter has been a real pleasure to work with. He is very knowledgeable and explains things in a very simplistic manner so the average person can understand how/why the laws are written. He is very attentive and asks questions in such a way that not only helps him understand your goals, but also helps you think about what type of goals and expectations you should be considering. Exemplary client service.

David J. Client Review August 28, 2020

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My husband and I selected Ms. Potter to assist with our small business. She responsive and attentive every time I have a question or need assistance, and is extremely knowledgeable and able to answer any legal question I have had. I know I can count on Ms. Potter for all of my business legal needs and I would highly recommend her to anyone needing legal assistance with such.

Jillian Client Review August 28, 2020

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