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The Potter Law Firm

North Carolina and Kentucky Estate Planning Attorneys

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Home » Long-Term Planning

If You Don’t Understand the Medicaid Look-Back Rule You May Be in Trouble

June 5, 2018 by John Potter

Ashland Medicaid attorneys

Medicaid places certain limitations on the amount of financial resources you own, as well as how and when you can transfer assets from your estate to someone else. Long-term care costs are often too expensive for most people and they are continuing to increase every year. Currently, the national average cost, for a year of nursing home care, exceeds $90,000. For this, and many other reasons, Medicaid planning is important for everyone.  Our Ashland Medicaid attorneys can advise you regarding the … [Read more...] about If You Don’t Understand the Medicaid Look-Back Rule You May Be in Trouble

Filed Under: Asset Ownership, Asset Protection Planning, Elder Law, Estate Planning, Long Term Care, Long-Term Planning, Medicaid, Trusts

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

Free Report: Can I Qualify for Medicaid If I Own a Home?

June 2, 2016 by John Potter

The Medicaid program is in place to provide health insurance for people who have very limited financial resources. If you have had health insurance through your job or through a private relationship with an insurer throughout your life, Medicaid can seem irrelevant to you. Plus, when you are a senior citizen, you will have health insurance through Medicare. All of this makes sense on the surface, and most of us do not think much about Medicaid while we are relatively young adults. However, the … [Read more...] about Free Report: Can I Qualify for Medicaid If I Own a Home?

Filed Under: Long-Term Planning

What Is Medicaid in Charlotte NC?

June 4, 2014 by John Potter

The government involvement in the health care system has become much more complicated recently, and much of that is a subject for a different forum. As an elder law firm in Charlotte North Carolina, though, we are interested in government health insurance programs as they apply to senior citizens. With this in mind, we would like to provide a basic explanation of Medicaid in Charlotte NC as it applies to elders who need long-term care. Why Would You Need Medicaid in Charlotte NC? Your knee-jerk … [Read more...] about What Is Medicaid in Charlotte NC?

Filed Under: Elder Law, Long-Term Planning Tagged With: long-term care costs, Medicaid, medicaid in charlotte nc

Tax Efficient College Savings Plan

May 21, 2012 by John Potter

Many individuals have the desire to pave the way for their younger family members educationally. Setting aside resources for college can be done in various ways, and the best choice will vary on a case-by-case basis. The intelligent way to proceed is to sit down and discuss your unique situation with a northern Kentucky estate planning attorney who is apprised of all of the options that are available to you. When you do you will probably hear about 529 plans. These are savings plans that have … [Read more...] about Tax Efficient College Savings Plan

Filed Under: Estate Planning, Long-Term Planning, Saving for College Tagged With: College Planning, Estate Planning, Long-Term Planning

Planning Ahead With Clear Vision

March 28, 2012 by John Potter

It is important to plan ahead with clear vision when you are making preparations for the future. Otherwise, you may find yourself in a difficult situation as your senior years start to come into focus. A very high percentage of Americans fail to plan ahead for retirement, and one of the reasons why they don't prioritize it is because they expect Social Security to be sufficient. If you are under this impression, you should understand the limitations of Social Security. The average benefit will … [Read more...] about Planning Ahead With Clear Vision

Filed Under: Long-Term Planning Tagged With: Financial Planning, Long-Term Planning, Retirement 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

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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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