potterlaw

North Carolina and Kentucky Estate Planning Attorneys

NC (704) 944-3245
KY (606) 324-5516
Attend a Free Seminar THIS IS AN ADVERTISEMENT
  • Home
  • About Us
    • About Our Firm
    • Attorney and Staff Profiles
  • Practice Areas
    • Asset Protection & Business Planning
    • Elder Law & Medicaid Services
    • Estate and Gift Tax Figures
    • Family-Owned Businesses & Farms
    • Incapacity Planning
    • IRA & Retirement Planning
    • Legacy Planning
    • Pet Planning
    • Probate
    • Special Needs Planning
    • Trust Administration
  • Elder Law
    • Coping With Alzheimer’s
    • Emergency Medicaid & Nursing Home Planning
    • Guardianship & Conservatorship
    • Hospice Care
    • Medicaid Planning
    • Nursing Home Planning
    • Veterans Benefits
  • Communities We Serve
    • Kentucky
      • Boyd County
        • Ashland
        • Florence
      • Kenton County
        • Covington
        • Fort Mitchell
        • Independence
    • North Carolina
      • Mecklenburg County
        • Charlotte
        • Davidson
        • Huntersville
  • Resources
    • Definitions
    • DocuBank
    • Elder Law
      • Elder Law Links
      • Elder Law Reports
      • Local Elder Law Resources
        • Ashland Elder Resources
        • Covington Senior Resources
        • Independence Senior Resources
    • Elder Law Reports
    • Free Estate Planning Seminars
    • Free Estate Planning Worksheet
    • Frequently Asked Questions
      • Estate Planning
      • Frequently Asked Questions for Families Without an Estate Plan
      • Legacy Wealth Planning
      • LGBTQ Estate Planning
      • Medicaid
      • Trust Administration & Probate
    • Is Your Estate Plan Outdated?
    • Kentucky Probate Resources
      • Ashland, Kentucky Probate Resources
    • Newsletters
    • North Carolina Probate Resources
      • Huntersville, NC Probate Resources
    • Reports
      • Advanced Estate Planning
      • Basic Estate Planning
      • Elder Law Reports
      • Estate Planning for Niches
      • Trust Administration
  • Contact Us
  • BLOG

What Is Joint Tenancy With Right of Survivorship in Charlotte NC?

January 16, 2014 by John Potter

Probate is a legal process that comes into play when you maintain sole personal possession of property that will be transferred to your heirs someday. Because other interested parties may have claims against the estate, the heirs don't receive their inheritances until the estate has been probated. Probate in Charlotte North Carolina can be time-consuming. As a result, people often take steps to avoid it. The utilization of joint tenancy with right of survivorship in Charlotte NC would be a way … [Read more...]

Filed Under: Estate Planning, Probate Tagged With: Joint Tenancy, joint tenancy with right of survivorship in charlotte nc, Probate Avoidance

What Are the Drawbacks of Probate in Charlotte North Carolina?

December 24, 2013 by John Potter

Any discussion of estate planning should involve an examination of probate to one extent or another. Just about everyone has heard of a last will. It is the vehicle of asset transfer that is most commonly utilized among people in North Carolina who want to arrange for the future distribution of their financial assets. If you do use a last will, you should understand the fact that the estate must be probated before the heirs receive their inheritances. Probate in Charlotte North Carolina During … [Read more...]

Filed Under: Estate Planning, Probate Tagged With: Avoiding Probate, Probate Avoidance, probate drawbacks, probate in charlotte north carolina

How Long Does Probate Take?

December 16, 2013 by John Potter

Probate is a legal process that will have to run its course before the heirs to your estate receive their inheritances if you use a last will to arrange for the transfer of your personal property. Most people would prefer to see their loved ones receive their inheritances right away if possible. However, this is not going to happen when probate is a factor. How Long Will It Take? You may wonder how long it will take for your estate to be probated. This is a question that does not have one … [Read more...]

Filed Under: Probate Tagged With: Probate, Probate Avoidance

Probate Alternatives You Should Seriously Consider

September 16, 2011 by John Potter

Part two of two parts on Probate and Estate Planning (continued from August 24) In our earlier post on Probate we defined Probate for you and gave you some examples of how an estate is settled in the courts.  Again, Probate is designed as a protective tool for families, but Probate does have drawbacks, not the least of which is loss of privacy. Another critical factor – often overlooked – is the fulfillment of the wishes of the deceased: it may be that he or she wanted to leave this or that … [Read more...]

Filed Under: Estate Planning, Probate Tagged With: Probate, Probate Attorney, Probate Avoidance

Probate: What It Is, What it Does, and How You Can Avoid It

August 24, 2011 by John Potter

Part one of two parts on Probate You’ve probably heard of the term “Probate.”  Probate relates to the settlement of an estate by means of a specific process in the courts.  Many estates are settled in Probate, but not all of them by any means. The most common Probates involve individuals who do not have a formal Estate Plan or Living Trust in place.  Probate is put into practice in every state, although the procedures can vary.  The intent of Probate is to offer a legal process for reviewing … [Read more...]

Filed Under: Estate Planning, Probate Tagged With: Probate, Probate Attorney, Probate Avoidance

Is Joint Tenancy a Good Fit for Me?

June 24, 2011 by John Potter

If you’re taking a look at your asset ownership when creating your estate plan, you may be considering using joint tenancy as a way to own certain assets.  This can be beneficial in many cases, but it has many pitfalls.  We’ve outlined below some information on the use of joint ownership.  If you have any questions, or if you’d like to discuss how joint ownership would affect your estate plan, meet with an estate planning attorney. What is joint tenancy? Joint tenancy is a form of ownership in … [Read more...]

Filed Under: Asset Ownership, Probate Tagged With: Asset Protection, Inheritance Planning, Joint Tenancy, Probate Avoidance, Proper Asset Ownership

Is a Revocable Living Trust Worth the Money?

June 17, 2011 by John Potter

As we all try to stay above water in the current economy, we’re looking for ways to save money and some prospective clients have asked:  “Is a revocable living trust worth the money?”  Only you can decide for yourself.  There is no right or wrong answer. It is more expensive to set up a revocable living trust than to create a simple will.  But, what does a simple will do?  Not much.  At least not much when compared to a trust. Don’t get me wrong, a will is imperative.  Everyone age 18 or older … [Read more...]

Filed Under: Estate Planning, Trust Settlement, Trusts Tagged With: Asset Protection for Trust Shares, Probate Avoidance, Revocable Living Trust

I Want to Avoid Probate

February 21, 2011 by John Potter

Many people seem to know that they want to avoid probate even if they aren’t sure why. Here are some reasons you might want to avoid probate: What is probate? First of all, what is probate? This is a common question and even when people know they want to avoid probate, they’re not sure what it is. The term “probate” is commonly used for two processes: the process by which the probate court determines the validity of a will and the entire process of settling an estate. What happens during … [Read more...]

Filed Under: Probate Tagged With: Probate, Probate Attorney, Probate Avoidance

Free Estate Planning Worksheet

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.
  • This field is for validation purposes and should be left unchanged.

Follow Us

  • Facebook
  • LinkedIn
  • RSS
  • Twitter
  • YouTube

Testimonials

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
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.

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

Map/Location

potter_sidbr_map

Search

  • Facebook
  • LinkedIn
  • RSS
  • Twitter
  • YouTube

The information on this website is for general information purposes only. Nothing on this or associated pages, documents, comments, answers, emails, or other communications should be taken as legal advice for any individual case or situation. The information on this website is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship.

Privacy Policy | Terms of Service | Disclaimer | Site Map | Powered by American Academy of Estate Planning Attorneys

© 2019 American Academy of Estate Planning Attorneys, Inc. THIS IS AN ADVERTISEMENT