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Home » Elder Law » Navigating Tax Code, Government Regulations No Easy Task

Navigating Tax Code, Government Regulations No Easy Task

July 16, 2012 by John Potter

If you were to intentionally try to create the most complex rules and regulations possible, you would probably want to start with the tax code and the rules governing various government programs. This is precisely the realm of elder law, financial planning, retirement planning, and estate planning.

Navigating these waters is not simple. If you surf the Internet you will invariably stumble upon websites that sell generic legal documents. They want you to believe that executing legally binding instruments is so simple anyone can do it by filling in the blanks on the expensive templates they will sell you.

Do you think that the average layperson is qualified to create his or her own revocable living trust, family limited partnership, irrevocable life insurance trust, grantor retained annuity trust, family foundation, special needs trust, durable power of attorney for healthcare, etc.?

Clearly, the average web user is not well equipped to create these types of legal instruments. But in addition to this, attorneys who do not specifically focus on this legal niche may not be in a position to make good recommendations either.

Arranging to transfer everything you have been able to accumulate throughout your life to those that you care about the most is a profound endeavor, and it is not something that you want to entrust to a DIY kit or legal generalist.

If this make sense to you, the first step toward total peace of mind as to sit down and discuss your situation with a licensed and experienced estate planning lawyer in the Covington, KY area. Your attorney will gain an understanding of your unique situation and provide you with the appropriate solutions.

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  • Recent Posts
John Potter
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Filed Under: Elder Law, Estate Planning Tagged With: 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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