There are numerous different ways to facilitate postmortem asset transfers. You should explore all of... [Read more...]
John Potter
John Potter is an Estate Planning and Elder Law attorney in the Charlotte, North Carolina, area with offices in Ballantyne and Huntersville. John has been designated as a Certified Elder Law Attorney (CELA) by the National Elder Law Foundation and a Board Certified Specialist in Elder Law by the North Carolina State Bar <a href="https://www.potterestateplanning.com/our-firm/attorney-and-staff-profiles/#post-3033">Read More!</a>
Kentucky Inheritance Laws Regarding Gifts
There are taxes on large asset transfers in the United States. One of them is... [Read more...]
The Living Trust Is the Trust “For the Rest of Us”
Many individuals are under the impression that trusts are inappropriate and unnecessary if you are... [Read more...]
Estate Taxes: Will They Impact Your Legacy?
Once you have accumulated a significant store of wealth, the work is not done. Because... [Read more...]
News From the North Carolina Alzheimer’s Association Chapter
We have all heard of Alzheimer's disease, but when you understand all the facts, the... [Read more...]
Do You Need a Trust Lawyer?
If you are under the impression that you should use a last will to state... [Read more...]
What Is a Step-Up in Basis
What Is a Step-Up in Basis from John Potter If you intend to pass along... [Read more...]
Why Is Medicaid Planning Relevant?
Medicaid is a program that is misunderstood by some people. Just about everyone has heard... [Read more...]
Five Important Estate Planning Tips
In this blog post, we will provide five important estate planning tips that can lead... [Read more...]
Can I Provide for a Pet in My Estate Plan
Can I Provide a Pet for My Estate Plan from John Potter Though the concerns... [Read more...]
Asset Planning: Preserve What You Have Earned
The term "asset planning" can refer to different sets of circumstances. In this post, we... [Read more...]
What Is Nursing Home Asset Protection?
When you hear the term "nursing home asset protection," you may get a quizzical look... [Read more...]
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