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The Potter Law Firm

North Carolina and Kentucky Estate Planning Attorneys

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Home » BLOG

Why Your Safety Deposit Box Is Not Safe for Your Will

May 3, 2022 by John Potter

Huntersville estate planning attorney

Executing a Last Will and Testament is one of the best things you can do for yourself and for your loved ones. Once your Will has been executed, you need to keep it somewhere safe. While your initial instinct may be to put it in your safety deposit box, doing so is not the best choice. A Huntersville estate planning attorney at Potter Law Firm explains why your safety deposit box may not be the best place for your Last Will and Testament. Your Will and Other Estate Planning Documents In … [Read more...] about Why Your Safety Deposit Box Is Not Safe for Your Will

Filed Under: Estate Planning

How to Make Charitable Gifts

April 18, 2022 by John Potter

Huntersville estate planning attorney

If charitable gifting is an important part of your life, you may want to make it part of your estate plan as well.  Charitable gifting can be handled in several different ways in your estate plan. The type of beneficiary, size and complexity of the gift, and the amount of control you want to have over how the gift is used will all impact how you make charitable gifts in your estate plan. To get you started, a Huntersville estate planning attorney at Potter Law Firm discusses how to make … [Read more...] about How to Make Charitable Gifts

Filed Under: Estate Planning

What Is Long-Term Care Insurance?

April 7, 2022 by John Potter

Charlotte elder law attorney

Creating a comprehensive estate plan requires you to consider several factors that might impact you as you age, including the likelihood that you, or a spouse, will need long-term care. If you do end up needing long-term care (LTC), the cost of that care could put your estate assets at risk if you failed to plan for the possibility ahead of time. One way to protect assets is to purchase LTC insurance. Long-term care insurance, however, is not right for everyone. To help you decide if it is right … [Read more...] about What Is Long-Term Care Insurance?

Filed Under: Long Term Care

5 Reasons to Include a Revocable Living Trust in Your Estate Plan

March 18, 2022 by John Potter

Charlotte estate planning attorney

Although a Last Will and Testament remains the most common estate planning document, a trust is not far behind in popularity. If you decide to add a trust to your estate plan, you will have to decide which type of trust to create. A Charlotte estate planning attorney at Potter Law Firm explains five reasons why you might want to include a revocable living trust in your estate plan. Trust Fundamentals A trust is a relationship whereby property is held by one party for the benefit of … [Read more...] about 5 Reasons to Include a Revocable Living Trust in Your Estate Plan

Filed Under: Estate Planning in North Carolina

How Long Does It Take to Probate an Estate in Kentucky?

March 9, 2022 by John Potter

Florence probate attorney

There is a very good chance that you will find yourself involved in the probate of an estate at some time during your life. Whether that is because of your appointment as the Executor of an estate or because you are a beneficiary/heir, you probably want to know how long it will take for the estate to get through probate. Although every estate is unique, a Florence probate attorney at Potter Law Firm explains how long the Kentucky probate process typically takes. Understanding the Probate … [Read more...] about How Long Does It Take to Probate an Estate in Kentucky?

Filed Under: Probate

Do You Need to Incorporate Special Needs Planning into Your Estate Plan?

February 16, 2022 by John Potter

Huntersville special needs planning attorney

As the parent of a child with special needs, you understand the joy these children can bring to a family and the everyone around them. You may also worry about your child’s future in general and especially about that future if something happens to you. The good news is that many children with special needs live independent lives as adults; however, as a parent you may still want to ensure your child has your financial support even after you are gone. A Huntersville special needs planning … [Read more...] about Do You Need to Incorporate Special Needs Planning into Your Estate Plan?

Filed Under: Special Needs Planning

Do Not Forget to Review and Revise Your Estate Plan

February 10, 2022 by John Potter

Ashland estate planning attorneys

For your estate plan to continue to protect you and your loved ones as intended it needs to be updated from time to time. Knowing how often to review your estate plan, and when a life event should trigger an immediate revision, is the key to a successful estate plan. The Ashland estate planning attorneys at the Potter Law Firm remind you to review and revise your estate plan as needed. A Routine Review Is Essential You should conduct routine reviews of your estate plan and make any … [Read more...] about Do Not Forget to Review and Revise Your Estate Plan

Filed Under: Estate Planning

Understanding the Benefits of Avoiding Probate

January 26, 2022 by John Potter

Huntersville estate planning attorney

Creating a comprehensive estate plan requires you to do more than just decide how your estate assets will be distributed after your death. Typically, that means your estate plan will include several inter-related goals and objectives, one of which may be probate avoidance. A Huntersville estate planning attorney at Potter Law Firm explains the benefits of avoiding probate so you can better understand why that should be one of your estate planning goals. Probate Basics When you die, you … [Read more...] about Understanding the Benefits of Avoiding Probate

Filed Under: Probate

10 Reasons You Might Need an Estate Planning Attorney

January 5, 2022 by John Potter

Estate planning is not something that is ever truly completed. Once you have an estate plan in place, you will need to revisit that plan and revise it numerous times over the course of your life which is one of the many reasons why it is in your best interests to develop an ongoing relationship with your estate planning attorney. Moreover, there are numerous other ways in which an estate planning attorney can help you. The Ashland estate planning attorneys at Potter Law Firm explain 10 reasons … [Read more...] about 10 Reasons You Might Need an Estate Planning Attorney

Filed Under: Estate Planning

How to Gift to Your Grandchildren in Your Estate Plan

January 3, 2022 by John Potter

If you are fortunate enough to be a grandparent, then you understand the joy grandchildren bring into your life. Becoming a grandparent may also prompt you to want to include your grandchildren in your estate plan to make sure they are provided for in your absence. The Ashland trust attorneys at Potter Law Firm discuss how best to make gifts to your grandchildren in your estate plan. Is Making Gifts in Your Last Will and Testament Wise? The Last Will and Testament you executed when you … [Read more...] about How to Gift to Your Grandchildren in Your Estate Plan

Filed Under: Estate Planning

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Testimonials

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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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Where We Are

Ashland

ASHLAND
1620 Carter Avenue
Ashland, KY 41101-7631
Phone: (606) 324-5516
Fax: (606) 324-4766

Charlotte

CHARLOTTE
15720 Brixham Hill Avenue
Suite 300,
Charlotte, NC 28277
Phone: (704) 944-3245

Huntersville

HUNTERSVILLE
11330 Vanstory Drive
Huntersville, NC 28078
Phone: (704) 944-3245

Northern Kentucky

NORTHERN KENTUCKY
7310 Turfway Road
Suite 550,
Florence, KY 41042
Phone: (859) 372-6655

Office Hours

Monday8:30 AM - 4:30 PM
Tuesday8:30 AM - 4:30 PM
Wednesday8:30 AM - 4:30 PM
Thursday8:30 AM - 4:30 PM
Friday8:30 AM - 3:00 PM

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