potterlaw

North Carolina and Kentucky Estate Planning Attorneys

NC (704) 944-3245
KY (606) 324-5516
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Can You Change a Living Trust?

October 30, 2019 by Pam Potter

living trust

One of the most commonly held misconceptions within the realm of estate planning is the idea that you lose all control of assets that you convey into a living trust. For this reason, many people don’t even consider the possibility. They are not prepared to make a decision that is etched in stone. This sentiment is understandable, but in reality, the most widely utilized trust in the field of estate planning is the revocable living trust. With a revocable trust, you can act as the trustee and … [Read more...]

Filed Under: Estate Planning Tagged With: Incapacity Planning, living trust, Spendthrift Protections

Steps to Take Along the Estate Planning Process

August 2, 2019 by John Potter

estate planning basic steps

Any time you are involved in a complicated endeavor, it is wise to break it down step-by-step. This is certainly applicable to the estate planning process. In this post, we will take a brief look at the different relevant factors that you should take into consideration. Legacy Preservation One concern is making sure you have something to leave behind because you really don’t have to be too concerned about estate planning if you have nothing left to leave behind to your loved ones. How could … [Read more...]

Filed Under: Estate Planning Tagged With: Incapacity Planning, legacy preservation, Trusts, Wills

Alzheimer’s Association Has North Carolina Chapter

July 11, 2019 by John Potter

alzheimer's disease

To fully grasp any of the elder law issues that are important for seniors at the present time, you have to learn all that you can about Alzheimer’s disease. Everyone has heard about it, but the facts may surprise you, and not in a good way. The Alzheimer’s Association is an extraordinary resource that goes the extra mile to provide as much information and real-life assistance as they possibly can. According to their website, the disease strikes one out of every 10 seniors, and the likelihood … [Read more...]

Filed Under: Elder Law Tagged With: Alzheimer's Disease, Incapacity Planning

Guardianship Can Be Prevented

May 18, 2019 by John Potter

guardianship

When you think about estate planning, the events that will take place after you pass away are naturally going to come to mind first. Without question, it is important to take the proper steps to make sure that your assets get into the hands of your loved ones in the best possible way. That being said, you should also consider end of life matters such as possible guardianship and prepare for them in advance. Incapacity Is Common This is a subject that no one is especially anxious to address, … [Read more...]

Filed Under: Estate Planning Tagged With: Guardianship, Incapacity Planning

The Fundamentals of Estate Planning

April 19, 2019 by John Potter

estate planning

Estate planning should be viewed as a relatively broad process that includes several different aspects. The ideal estate plan will vary depending on the situation, because each case is different, and there are multiple approaches that can be taken. That being said, there is a foundation that applies to everyone, and we will take a look at it in this blog post. Avoiding Intestacy The most basic reason why you should put an estate plan in place is to avoid intestacy. This is what happens if you … [Read more...]

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

Don’t Overlook Incapacity Planning

April 12, 2019 by Pam Potter

incapacity planning

When you are thinking about the subject of estate planning, the matter of asset transfers will be front and center. It is definitely important to take the right steps to get bequests into the hands of your loved ones in the best manner. There are a number of approaches you can take, and this is why you should discuss your options with a licensed estate planning attorney from our firm. This being said, there are some other matters to address when you are devising your estate plan. In addition … [Read more...]

Filed Under: Estate Planning Tagged With: Incapacity Planning, Living Will

Revocable Trust vs Will: Which is Better?

August 2, 2018 by John Potter

revocable trust vs will

Although most people equate estate planning with simply creating a last will and testament, a will is not always the best choice.  If you use a will to state your final wishes, your heirs will receive lump-sum inheritances. However, everyone is not good at managing money, and this can be disconcerting. Let our attorneys explain how using a revocable trust can be a better choice than a simple will. Revocable trust vs will Many clients ask which is better? When considering the question revocable … [Read more...]

Filed Under: Estate Planning Tagged With: Avoiding Probate, Creating a trust, incapacity, Incapacity Planning, Probate, Revocable Living Trust, Spendthrift Protections, Will

Florence Elder Law Attorneys Can Help with the Difficult Issues

June 28, 2018 by John Potter

Florence elder law attorneys

There may come a time when your elderly loved ones start showing signs of having diminished capacity. When that happens, you will need to establish a way to help them manage their affairs. Some of the most obvious signs of diminishing capacity include loss of memory and disorientation. If you have noticed these signs it may be time to take action and the first step is to create an incapacity plan. Unfortunately, this type of planning can be difficult for you and your family. Let our Florence … [Read more...]

Filed Under: Elder Law Tagged With: Avoiding Family Feuds, Avoiding Guardianship Proceedings, estate challenges, Estate Plan, Estate Planning, Guardianship, incapacity, Incapacity Planning

Durable Power of Attorney for Property in Charlotte: What Are Its Advantages?

January 26, 2014 by John Potter

When you are planning your estate in Charlotte North Carolina it would be wise to consider the period of time that people call the twilight years. During the years just prior to your death you may become unable to make sound financial and medical decisions. To prepare for this possibility you should at a minimum execute a legally binding document called a durable power of attorney for property. This could also be called a durable financial power of attorney. Avoiding Guardianship Proceedings The … [Read more...]

Filed Under: Estate Planning, Incapacity Planning, Power of Attorney Tagged With: durable power of attorney for property in charlotte, durable powers of attorney, Incapacity Planning

Who Can Create a Power of Attorney in Charlotte NC?

January 10, 2014 by John Potter

A power of attorney is a legal device that is used to name someone else to take legally binding actions on your behalf. There are limited powers of attorney, and there are general powers of attorney. A general power of attorney is intended to give the agent or attorney-in-fact that you choose the ability to do anything that you can do for yourself without limitations. A limited power of attorney is just that; it gives the attorney-in-fact the ability to act on your behalf on a limited … [Read more...]

Filed Under: Estate Planning, Incapacity Planning, Power of Attorney Tagged With: durable powers of attorney, Incapacity Planning, power of attorney in charlotte nc

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Testimonials

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.
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
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

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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