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The Potter Law Firm

North Carolina and Kentucky Estate Planning Attorneys

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Home » Inheritance Planning

Resolve to Review Your Estate Plan in 2021

January 11, 2021 by Pamela Potter

New Year estate planning resolution

We are turning the page on the most unusual year that most of us have ever experienced, and the best thing many can say about it is good riddance. Fortunately, the future looks considerably brighter as we turn the page and welcome the new year. During this transition from one year to the next, people make resolutions of various different kinds. As an estate planning firm, we encourage you to work with us to review your existing plan because revisions may be necessary if it was established … [Read more...] about Resolve to Review Your Estate Plan in 2021

Filed Under: Estate Planning Tagged With: estate plan revisions, Inheritance Planning

Choose the Right Inheritance Planning Tools

May 27, 2020 by Pam Potter

inheritance planning [

A lot of people think that legal advice is not necessary when it comes to estate planning because it is a very simple endeavor. You take a few minutes to draw up a will when you are old and gray, and that’s the long and short of it. People that adopt this perspective assume that trusts are only for the wealthy. In reality, this is a gross oversimplification. It is true that there are certain types of trusts that are used by affluent individuals who are exposed to estate taxes. However, there … [Read more...] about Choose the Right Inheritance Planning Tools

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

Responses to Out-of-the-Ordinary Inheritance Planning Scenarios

May 8, 2020 by John Potter

inheritance planning

One of the reasons why it is important to discuss your unique inheritance planning needs with a licensed attorney is because there are different approaches you can take. The ideal course of action for one family may not be appropriate for the next, and a legal professional can guide you in the right direction. With this in mind, we will look at some estate planning solutions that can be implemented when certain circumstances exist. Preservation of Government Benefits Most Americans with … [Read more...] about Responses to Out-of-the-Ordinary Inheritance Planning Scenarios

Filed Under: Estate Planning Tagged With: Inheritance Planning, Special Needs Planning, Trusts

Inheritance Planning: See the Entire Picture

September 13, 2019 by John Potter

inheritance planning

If you were going on a trip somewhere and someone was going to be watching your home, you would make sure that they were prepared for everything that could occur. You wouldn’t simply give them the keys and hope that the rest falls into place. This is the mentality that you should apply to your inheritance planning efforts as well. It is important to ask yourself how your wishes will come to fruition after you are gone. Clearly, you state them in a legally binding document like a last will or … [Read more...] about Inheritance Planning: See the Entire Picture

Filed Under: Estate Planning Tagged With: Inheritance Planning, Trust Administration, trustee

Estate Planning Is a Long-Term Process

July 17, 2019 by Pamela Potter

estate planning process

When surveys are conducted, they consistently find that the majority of Americans do not have any estate planning documents in place. Surprisingly, many baby boomers and some elders are unprepared, and precious few younger adults have taken any of the appropriate steps. Clearly, most people know that they should have estate plans in place, but they put it off for one reason or another. Since there is so much procrastination, if you have been dragging your feet, you may become quite complacent … [Read more...] about Estate Planning Is a Long-Term Process

Filed Under: Estate Planning Tagged With: estate plan revisions, Inheritance Planning

Family Communication During the Estate Planning Process

June 5, 2019 by John Potter

estate planning

Though it is something that is a certainty for everyone, mortality is a subject that many individuals do not want to think about or discuss. As a result, far too many people go through life without any estate planning documents at all. In addition to this, when a plan is finally being devised, the whole matter can take on a shroud of secrecy if it is not discussed openly among family members. The Value of Inclusion Each estate planning case is different, and this is why you should explore … [Read more...] about Family Communication During the Estate Planning Process

Filed Under: Estate Planning Tagged With: Inheritance Planning, preventing estate disputes

Build a Long Term Relationship With Your Inheritance Planning Attorney

June 4, 2019 by John Potter

inheritance planning 111

In most families, there are certain professional resources that have served multiple generations. For example, you may have a long-term dentist that your children went to when they were very young. Years later, the dentist’s office may actually provide dental care for your grandchildren. This is a phenomenon that can definitely enter the picture when it comes to a relationship with an inheritance planning attorney. Plus, there are actually tangible benefits that can be added to the trust factor. … [Read more...] about Build a Long Term Relationship With Your Inheritance Planning Attorney

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

Why You Need A Probate Lawyer

November 19, 2018 by John Potter

When you are planning your estate you would do well to engage the services of a local northern Kentucky probate lawyer. Though you have alternatives, such as a revocable living trust, if you use a last will as your primary vehicle to transfer assets, your estate must pass through the legal process of probate. So when your will is being constructed, it should be done with the expectations of the local probate court in mind. This is something to consider when you see websites claiming that it … [Read more...] about Why You Need A Probate Lawyer

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

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

Be Clear to Avoid a Contested Estate

March 18, 2018 by John Potter

If you want everything to go smoothly when you die, carefully consider your planning options.  Some people make inheritance planning decisions that they know will not sit well with some of their family members or other interested parties. These people are often opening themselves up to the possibility of a contested estate. First off you may want to ask yourself if the potential for acrimonious legal battles is really worth the statement you are thinking about making. Depending on your … [Read more...] about Be Clear to Avoid a Contested Estate

Filed Under: Estate Planning Tagged With: Contested Estates, Estate Planning, Inheritance 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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Ashland

ASHLAND
1620 Carter Avenue
Ashland, KY 41101-7631
Phone: (606) 324-5516
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15720 Brixham Hill Avenue
Suite 300,
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NORTHERN KENTUCKY
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