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The Potter Law Firm

North Carolina and Kentucky Estate Planning Attorneys

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KY (606) 324-5516
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Home » Communities We Serve, Huntersville, NC

Communities We Serve, Huntersville, NC

We are glad that you found your way to the website of The Potter Law Firm. We proudly provide estate planning and elder law services to our friends and neighbors in and around Huntersville, NC. Our area has a rich history, and we have access to a treasure trove of cultural and  recreational activities. As a lake community, water activities are a big part of our culture, and there are many great restaurants, shops, and interesting landmarks dotting the landscape.

Our local connection is very important to us, and we take our commitment to Huntersville very seriously. If you are unprepared from an estate planning perspective, we have an office right here in town, and we our doors are always open to you.

You have options when you are planning your estate. There is no one-size-fits-all estate plan. The best course of action is going to vary on a case-by-case basis.

This is why personalized attention is key. When you work with our firm to put a plan in place, you can be sure that you are taking the correct steps. Your estate plan will be custom crafted to suit your unique situation.

Wills & Trusts in North Carolina

Everyone has heard of the last will. When you plan your estate, you could use a last will to arrange for the transfer of your personally held assets.

Though the last will is the most commonly used estate planning device, there are other ways to arrange for the future distribution of financial resources. In some cases a last will would not be the best choice.

People who are in possession of a significant store of wealth must be aware of possible estate tax exposure. If you have estate tax concerns, there are certain types of trusts that can be used to provide estate tax efficiency. These would be irrevocable trusts.

Irrevocable trusts can be used to protect assets as well.

While irrevocable trusts can indeed be useful for high net worth individuals, you don’t have to be rich to benefit from a trust. Revocable living trusts are used by people of relatively ordinary means to facilitate efficient asset transfers. With this type of trust you can make sure that you are providing for your family without losing control of the resources while you are living.

When you explain your situation to us, we will weigh all relevant factors and recommend the optimal vehicle or vehicles of asset transfer.

Huntersville, NC Incapacity Planning

People often become unable to communicate decisions during the latter stages of their lives. To account for this contingency, your estate plan should also include incapacity planning documents.

Incapacity planning would typically involve the execution of a living will, a health care proxy, and a durable power of attorney.

Estate Administration in North Carolina

Stating your wishes in a legally binding manner is part of the equation. At the same time, you should also consider the tasks that must be completed after you pass away to bring these wishes to fruition.

Estate administration will involve the nomination of an executor if you are using a last will to direct the distribution of your monetary assets. This is the person who will administer the estate.

Your executor will usually need the assistance of a probate lawyer. You could arrange for our firm to guide the executor through the probate process.

Trust administration is a somewhat different process. You name a trustee when you create a trust. This is the individual or entity that will administer the trust after your passing. Once again, your family does not have to go it alone. We can be engaged to assist during the trust administration stage.

Medicaid Planning for Huntersville Residents

As local elder law attorneys, we help people who are concerned about future long-term care costs. Medicaid is the solution for most, because Medicare does not pay for long-term care. You can lose a great deal if you do nothing to brace yourself for these expenses, because living assistance is extremely expensive.

Medicaid planning can preserve your legacy for the benefit of your loved ones and enable you to get the quality care that you need toward the end of your life.

Schedule a Consultation with an Experienced Estate Planning Attorney

If you would like to discuss your estate planning objectives with a local professional who genuinely cares about the well-being of your family, our firm can help. To schedule a consultation, call us at (704) 944-3245 or send us a message to get started.

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.
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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

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

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