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The Potter Law Firm

North Carolina and Kentucky Estate Planning Attorneys

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Home » Estate Planning » Wills

Why You Need an Attorney to Create a Will the Right Way

June 12, 2018 by Gideon Law

For many Americans who procrastinate about creating a will, the reasoning often comes down to one of two main issues. They either don’t think they need one because their estate is too small, or they’re just leery of paying an attorney to do the work. The first reason is common, since roughly half of us seem to question the need for estate planning. That second reason is perfectly understandable, especially in uncertain economic times. Nevertheless, we all need some sort of estate plan, and … [Read more...] about Why You Need an Attorney to Create a Will the Right Way

Filed Under: Estate Planning, Wills

Charlotte Residents Can Benefit From Early Estate Planning

May 24, 2018 by John Potter

estate planning

While financial planning can help you to build wealth over time, through the wise management of your resources, and retirement planning focuses on directing a portion of today’s income and assets toward tomorrow’s needs, your estate plan must to bring these strategies together in a comprehensive way. A well thought out estate plan can preserve and distribute the wealth, you have worked so hard to accumulate, to the next generation and beyond. Everything doesn’t work out automatically You may … [Read more...] about Charlotte Residents Can Benefit From Early Estate Planning

Filed Under: Beneficiary Designations, Elder Law, Estate Planning, Estate Planning in North Carolina, Incapacity Planning, Intestacy, Long-Term Planning, Trusts, Wills Tagged With: Estate Planning, Intestacy, Living Trusts, Revocable Living Trusts, Trusts, Wills

Last Will May Not Be Best Option

March 20, 2018 by John Potter

You may believe that a last Will is your best option for transferring your assets on death because you are not wealthy. But in many cases you have more effective options for distributing your assets to your  loved ones even if you do not consider yourself to be among the financial elite. A lot of people do not realized that a Will is not just read by your family members. The court has to make sure the wills is in fact the last one and is valid; and the court has to allow creditors an … [Read more...] about Last Will May Not Be Best Option

Filed Under: Estate Planning, Wills Tagged With: Estate Planning, Inheritance Planning, Trusts, Wills

How Can Will Challenges Be Successful?

February 8, 2013 by John Potter

There are a number of reasons why it is not a good idea to depend on online downloads or worksheets to create a do-it-yourself estate plan. One of them is the possibility of providing an opening for a successful challenge to your last will. There are essentially four different grounds for invalidating a last will. One of them is improper execution. Each state has certain laws regarding how a last will should be executed. When you use a so-called "one-size-fits-all" document you have no way of … [Read more...] about How Can Will Challenges Be Successful?

Filed Under: Estate Planning, Wills Tagged With: Estate Planning, Inheritance Planning, Wills

Is A Last Will Really The Simple Solution?

July 20, 2012 by John Potter

There is nothing wrong with looking for simple solutions. Why make things more complicated than they have to be? In fact, even in science and math it is widely accepted that the simplest solution is generally the most elegant and therefore the best one. With this in mind you may see the value in looking for simple solutions when you are planning your estate. This makes a lot of sense, and because the last will is the most commonly understood estate planning document, you may think that this is … [Read more...] about Is A Last Will Really The Simple Solution?

Filed Under: Estate Planning, Trusts, Wills Tagged With: Estate Planning, Inheritance Planning, Trusts

A Look At Estate Administration

June 25, 2012 by John Potter

It can be difficult to get people to recognize how important it is to commit their final wishes to writing in one form or another. But if you are ready to finally put the procrastination behind you, gaining an understanding of estate administration details is part of the process. Assuming you are using a Last Will to direct the transfer of assets to your heirs, the estate will be subject to the probate process. During this time the probate court supervises the administration of the estate.  The … [Read more...] about A Look At Estate Administration

Filed Under: Estate Planning, Probate, Wills Tagged With: Estate Administration, Estate Planning, Probate

Estate Planning: Clarifying The Basics

February 22, 2012 by John Potter

There are some rudimentary estate planning documents that can be a bit confusing if you haven't seen them before and we would like to take a look at them here to clarify them. The last will is a document that everyone understands as used to transfer assets. However, there are other wills used in the field of estate planning and one of these is the living will. Living wills are highly recommended to anyone who wants to have a comprehensive plan for aging in place, but they have nothing to do … [Read more...] about Estate Planning: Clarifying The Basics

Filed Under: Trusts, Wills Tagged With: Estate Planning, Trusts, Wills

The Importance of Discussing Guardian Selection before Creating Your Will

October 13, 2011 by John Potter

When creating your will, you’re forced to make important decisions. This includes deciding on a guardian for your minor children in the event something happens to you. If you have minor children, you'll want to take extra care to make sure that they’re always loved and protected. You need to make sure that you guardian selection is not only the best fit possible, but that the individual is able to handle all of the responsibilities associated with the job. Consider the following … [Read more...] about The Importance of Discussing Guardian Selection before Creating Your Will

Filed Under: Estate Planning, Estate Planning for Minors, Wills Tagged With: Estate Planning, Guardians for Minor Children, Wills

A Will Alone vs. An Estate Plan: Why, When, How?

August 16, 2011 by John Potter

We all know what a Will is: a person states his wishes for who gets what when he or she passes away. Having a Will is, of course, is better than not having one … but it may be nowhere near as beneficial to you as creating an Estate Plan. Here are some very basic facts about Wills vs. other legal Estate Planning tools that are available to individuals and couples who want to leave as much as possible to their loved ones: A Will becomes a public document when a person passes, and it is subject … [Read more...] about A Will Alone vs. An Estate Plan: Why, When, How?

Filed Under: Estate Planning, Wills Tagged With: Estate Planning, Will, Wills, Wills and Trusts

How to Choose a Guardian for Your Minor Child

July 27, 2011 by John Potter

When creating your estate plan, you will need to appoint a guardian for the care of your minor child.  This will allow you to make sure that your child is always cared for, loved, and protected.  If you’re having trouble making this difficult decision, take a look at some of the information below.  This will help you carefully consider your options.  If you have any questions about choosing a guardian, or if you’re ready to discuss your estate planning needs, meet with an estate planning … [Read more...] about How to Choose a Guardian for Your Minor Child

Filed Under: Estate Planning for Minors, Wills Tagged With: Guardian for Minor Children, Guardian of the Person, Property Guardians

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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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Phone: (606) 324-5516
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