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The Potter Law Firm

North Carolina and Kentucky Estate Planning Attorneys

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Home » BLOG

What You Need to Know about the Medicaid Look-Back Rule

January 3, 2023 by John Potter

Huntersville Medicaid planning attorney

As a senior, the likelihood that you (or a spouse) will need to qualify for Medicaid increases exponentially because the likelihood that you will need long-term care increases as well. Moreover, the cost of that care will be high. Planning for the possibility that you will need to rely on Medicaid requires learning more about the Medicaid eligibility requirements. The Huntersville Medicaid planning attorney at Potter Law Firm explains what you need to know about the Medicaid look-back … [Read more...] about What You Need to Know about the Medicaid Look-Back Rule

Filed Under: Medicaid

How to Pass Down Your Legacy in Your Estate Plan

October 3, 2022 by John Potter

Charlotte legacy planning attorney

You probably understand the importance of estate planning and the role it plays in your life; however, you may be unfamiliar with the concept of legacy planning. Legacy planning lets you leave behind much more of who you are and what made you the person you are today. The Charlotte legacy planning attorney at the Potter Law Firm explains how to pass down your legacy in your estate plan. Traditional Estate Planning A traditional estate plan focuses on protecting, growing, and eventually … [Read more...] about How to Pass Down Your Legacy in Your Estate Plan

Filed Under: Estate Planning

Practical Steps to Take after Receiving a Terminal Diagnosis

September 30, 2022 by John Potter

Charlotte estate planning attorney

Learning you have a terminal illness or condition may cause a variety of emotional reactions, making it difficult to think about practical steps you should take. There are, however, some things you should do to protect yourself and your loved ones. With that in mind, the Charlotte estate planning attorney at the Potter Law Firm suggests some practical steps to take after receiving a terminal diagnosis. Call a family meeting. Everyone handles an impending death differently; however, the entire … [Read more...] about Practical Steps to Take after Receiving a Terminal Diagnosis

Filed Under: Estate Planning

5 Steps to Creating a Trust

September 20, 2022 by John Potter

Ashland trust attorney

As both your family and your estate grow, so will your estate plan. Additional estate planning tools and strategies will be incorporated into your plan to ensure that all your estate planning goals are met. One of the most common tools is a trust agreement. If you decide to include a trust in your estate plan, an Ashland trust attorney at Potter Law Firm explains five common steps to creating a trust. Define your trust purpose. Although it may seem like an obvious step, it is important to … [Read more...] about 5 Steps to Creating a Trust

Filed Under: Trust

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

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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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