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The Potter Law Firm

North Carolina and Kentucky Estate Planning Attorneys

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Posts by category

  • Category: Blended Families
    • What Is a QTIP Trust?
    • Prenuptial Agreement Provides Protection
    • The Importance of Using Your Estate Plan to Appoint a Guardian
    • Blended Families: Fostering Good Relationships
  • Category: Business Law
    • Why Considering an LLC is a Good Idea
    • Business Succession Plan
  • Category: Elder Law
    • Advocacy Groups Call for the Eradication of the Medicaid Estate Recovery Mandate
    • An Overview of 2022 Medicare Cost Increases
    • Elder Financial Abuse Is a Looming Threat
    • This VA Benefit Can Give Seniors a Boost
    • Will Medicare Cover Living Assistance?
    • Longevity Statistics Shed Light on Nursing Home Asset Protection
    • Medicaid Answers: Can a Married Person Keep Their Spouse’s Income?
    • What Is the 2021 Medicaid Asset Limit?
    • Elder Care Planning: Get Past the Mental Barrier
    • Don’t Make Assumptions About Medicare
    • Face Alzheimer’s Threat With Clear Eyes
    • These Five Documents Should Be Part of Your Estate Plan
    • Five Reasons to Consult With an Elder Law Attorney
    • Should I Have Long-Term Care Insurance?
    • Nursing Home Cost Increases Exceeded Inflation Rate in 2020
    • An Overview of 2021 Medicaid Spousal Impoverishment Standards
    • Medicare Premiums and Deductibles Updated for 2021
    • Elder Financial Exploitation Is All Too Common
    • Will Your Parents Need Nursing Home Care?
    • Medicaid Allowances for Spouse and Caregiver Child
    • VA Benefit Can Defray Assisted Living Costs
    • Five Things You Need to Know About Medicaid Planning
    • Don’t Assume You Will Never Need Long-Term Care
    • Alzheimer’s Can Yield Financial Consequences
    • Nursing Homes Can’t Take Stimulus Checks
    • Discuss Living Assistance With Aging Parents
    • When Do You Qualify for Social Security?
    • Charlotte Long-Term Care Costs Are on the Rise
    • Adult Guardianship Can Be Avoided
    • Medicaid Rules for Home Ownership
    • A Look at Adjusted 2020 Medicaid Figures
    • Be Aware of the Medicaid Look-Back Period
    • Be Aware of Medicaid Recovery Efforts
    • Medicaid Income Rules for Healthy Spouses
    • Be Aware of the Caregiver Child Exemption
    • Understanding the Horrible Crime of Elder Abuse
    • Don’t Make a Nursing Home Your Sole Heir
    • Medicaid Planning Facts and Figures
    • Develop a Holistic Plan for Aging
    • Alzheimer’s Association Has North Carolina Chapter
    • A Look at Medicaid Estate Recovery
    • North Carolina Nursing Home Costs Are High and Rising
    • Medicaid Planning: Definitions of Key Terms
    • Q & A Session With an Elder Law Attorney
    • Medicaid Planning: Action Is Required
    • Can I Qualify for Medicaid as a Homeowner?
    • An Explanation of the Medicaid Look-Back Period
    • Florence Elder Law Lawyer Can Help With Nursing Home Issues
    • Can Ashland Elder Law Attorney Help With Difficult Issues?
    • Opportunists, Predators Prey On Elderly
    • Latest Long Term Care Costs Are In
    • Why North Carolina Residents May Need a Charlotte Elder Law Attorney
    • Ashland Elder Law Attorney Dispels the Myths
    • What is the Definition of Elder Law?
    • Charlotte elder law attorneys Discuss an Important Medicaid Rule
    • Huntersville Veterans Aid and Attendance Attorneys Can Protect Your Benefits
    • Senior Pet Owners Should Consider Creating a Pet Trust
    • Florence Elder Law Attorneys Can Help with the Difficult Issues
    • Nursing Home Lawyers Explain Your Options for Long-Term Care
    • What Are Trusts and Why Do You Need Them?
    • Estate Planning Attorneys Explain the Benefits of Testamentary Trusts
    • Elder Law Lawyers Share Options for Asset Protection
    • What You Need to Know about Medicaid Recovery
    • Protecting Nursing Home Residents with Dementia
    • Elder Law Planning and All of its Benefits
    • How Medicare Fits Into Your Long-Term Care Planning
    • Elder Law Attorneys Recommend Planning for the Sandwich Generation
    • Charlotte Elder Law Attorney Clears Up Common Misconceptions
    • Elder Law Attorneys Discuss Long-Term Care Options
    • What Seniors Should Know about Medicaid, Medicare, SSI and Special Needs Trusts
    • Healthy Seniors Need to Consider Advance Health Care Directives
    • Elder Law Lawyers Discuss Important Nursing Home Issues
    • Discussing the Difficult Elder Law Issues with Your Loved One
    • How our Charlotte Elder Law Attorneys Can Help you With Estate Planning
    • The Medicaid Solution for North Carolina Seniors
    • North Carolina Medicaid vs. Medicare
    • Resources Are There for Charlotte Seniors
    • Why Is Medicaid Planning Relevant?
    • What Is Nursing Home Asset Protection?
    • Report: Expect Charlotte Nursing Home Costs to Rise
    • Discuss Your Future With an Elder Law Attorney
    • Medicaid Planning Can Preserve Your Legacy
    • Medicare Coverage: Understand the Gaps
    • A Medicaid Trust Can Keep Assets in the Family
    • What is a Medicaid Trust?
    • Elder Law FAQs: Does the Nursing Home Get Half of My Assets?
    • Does the State Take My Assets If I Go on Medicaid?
    • Is There a National Organization of Elder Law Attorneys?
    • Will Medicare Pay for All of My Medical Expenses?
    • Can Medicaid Take My Home?
    • Will Medicaid Pay for In-Home Care?
    • Veterans Benefit Can Assist With Long-Term Care Costs
    • How Do You Find an Elder Law Attorney?
    • Am I Responsible for My Parents’ Nursing Home Bills?
    • What Is Medicaid in Charlotte NC?
    • Medicaid Planning in Charlotte: What Is the Five Year Look Back?
    • Medicaid Planning & Early Dementia Signs
    • Is Medicaid Only for the Poor?
    • Can I Keep My House When I Apply for Medicaid?
    • What Assets Can I Keep When My Spouse Qualifies for Medicaid?
    • What Is the Asset Maximum That Medicaid Will Allow?
    • Medicaid Trusts: What Are the Disadvantages?
    • What Questions Should I Ask an Elder Law Attorney?
    • What Is an Elder Law Attorney in Ashland Kentucky?
    • Seniors Enrolled in Medicare Program Must Dig Deeper in 2013
    • Alzheimer’s Looms Large for Seniors
    • People Buying Long-Term Care Insurance at Younger Ages
    • Those Who Served May Qualify for Special Pension
    • As Parents Age Assistance May Be Needed
    • Assisted Living: Consider All Options
    • Elder Law Alert: Increased Medicaid Limits in Place for 2013
    • Alzheimer’s Research Pushes Forward
    • Navigating Tax Code, Government Regulations No Easy Task
    • Tackling Elder Law Issues As A Family
    • Gain An Understanding Of Programs For Seniors
    • Seniors, Watch Your Step
    • How Will You Pay For Long-Term Care?
    • Economical Long-Term Care Alternative
    • Military Service Has Its Benefits
    • Medicaid News Flash
    • Senior Health: An Elder Law Concern
    • Avoiding A Guardianship
    • Long-Term Care Insurance
    • Federal Cost Cutting Can Impact Your Plan For Aging
    • Incapacity Planning Is Important
    • Medicaid May Be Targeted By “Super Committee”
    • CLASS Act on Hold
    • Elder Law Alert: Baby Boomers Unprepared
    • Elders Can Turn To HECM For Liquidity
    • Long Term Care: Medicaid Can Help
    • Elder Law Concern: Long-Term Care Costs
    • Give Yourself a Break from Your Caregiver Long Term Care Duties
    • Long Term Care: Caregiver Agreements
    • Incapacity Planning: What Happens If I Can’t Make My Own Financial Decisions?
    • Long Term Care FAQ
    • Kentucky’s Search for Medicaid Savings
    • When Should An Elderly Loved One Stop Driving?
    • New Protection for Elderly in Kentucky
    • Advice from Nursing Home Lawyers: Choosing a Nursing Home (Part 2)
    • Advice from Nursing Home Lawyers: Choosing a Nursing Home (Part 1)
    • Elder Law & Estate Planning
  • Category: Estate Planning
    • How to Gift to Your Grandchildren in Your Estate Plan
    • What Happens If I Leave Property Out of My Living Trust?
    • 2022 Estate Tax Exclusion Has Been Set
    • How Can You Protect Your Children’s Inheritances If You Get Remarried?
    • Are There Any Probate Shortcuts in North Carolina?
    • What Is the Purpose of a Life Estate?
    • Life Insurance Can Bolster Your Inheritance Plan
    • Why Do People Avoid Probate?
    • Are These Documents Included in Your Estate Plan?
    • Can You Dissolve a Trust?
    • Should I Use a Transfer on Death Account to Avoid Probate?
    • A Conversation With an Estate Planning Lawyer
    • Don’t Buy Into These Estate Planning Myths
    • Avoid Ancillary Probate With a Living Trust
    • What Is a Fiduciary in Estate Planning?
    • What Happens If a Beneficiary Predeceases You?
    • Three Estate Planning Tips to Help You Prepare Your Legacy
    • As Housing Prices Soar, the Estate Tax Looms
    • Inheritance Planning: Consider the Individual Beneficiaries
    • How Is an Estate Settled During Probate?
    • When Is a Trust Preferable to a Will?
    • Update Your Estate Plan to Prepare for Upcoming Changes
    • An Overview of Situational Inheritance Planning
    • SECURE Act 2.0 Clears Hurdle
    • Inheritance Planning: Advance Liquidation Can Make Sense
    • Ask Yourself These Five Estate Planning Questions
    • Top Five Reasons to Plan Your Estate
    • 2021 Estate Planning Survey: COVID Motivated Young Adults
    • Is Life Insurance Included in Your Estate Plan?
    • Five Estate Planning Tips for the Modern Family
    • Address Estate Administration Details
    • Has the Gift Tax Exclusion Been Increased for 2021?
    • Six Things to Know About a Simple Will
    • Resolve to Review Your Estate Plan in 2021
    • Step-Up in Basis Could Be Eliminated
    • Estate Tax Exclusion Will Rise in 2021
    • Have a Living Trust? You Still Need a Will
    • Show Your Appreciation This Thanksgiving
    • Why Do People Use Trusts (Part 2)
    • Why Do People Use Trusts (Part 1)?
    • Answers to Questions About 529 College Savings Plans
    • Do I Report Living Trust Income to the IRS?
    • Has Your Estate Plan Been Reviewed?
    • Inheritance Planning and the Step-Up in Basis
    • Why Would You Need a Trust?
    • A Step-By-Step Approach to Inheritance Planning
    • Choose Your Living Trust Trustee Carefully
    • Why Do You Need an Estate Planning Lawyer?
    • Can You Include Your Dog in Your Estate Plan?
    • Plan Your Estate With Precision
    • Provide Guidance With an Incentive Trust
    • Wills Demystified
    • Don’t Take Chances With an Outdated Estate Plan
    • IRA RMDs Waived for 2020
    • Estate Tax Could Be Expanded After Election
    • Veterans May Qualify for Aid and Attendance Pension
    • Estate Planning for a Spendthrift Heir
    • Estate Planning Procrastination Is Dangerous
    • When Should You Use an Irrevocable Trust?
    • Estate Administration: Make It Simple
    • Three Estate Planning Traps to Avoid
    • Estate Planning: Emotions Often Lead to Inaction
    • Choose the Right Inheritance Planning Tools
    • Estate Planning Is a Must for Single Parents
    • Will My Estate Be Subject to Probate?
    • Life Insurance Aids Succession Planning
    • Answers To Estate Taxation Questions
    • Who Will Administer Your Living Trust?
    • Responses to Out-of-the-Ordinary Inheritance Planning Scenarios
    • Five Things You Need to Know About Probate
    • Don’t Oversimplify the Planning Process
    • Digital Estate Planning 101
    • Estate Planning Is a Must in the COVID-19 Era
    • Will Your Estate Be Contested?
    • Elder Law Answers: Hospice Care 101
    • Bryant’s Death Teaches Estate Planning Lesson
    • Estate Tax Exclusion Has Been Increased
    • Asset Transfers: When Simplicity Gets Complicated
    • What Is the Most Essential Estate Planning Document?
    • Trusts Are Often Misunderstood
    • Look-Back Added to Veterans Pension Rules
    • Effective Planning Can Safeguard Your Legacy
    • Estate Administration 101
    • What’s the Difference Between SSI and SSDI?
    • Can You Change a Living Trust?
    • Don’t Let the State Plan Your Estate
    • Understanding the Federal Gift Tax
    • Inheritance Balancing for Small Business Owners
    • Inherited Assets Get a Step Up in Basis
    • Five Things to Know About Estate Taxes
    • Inheritance Planning: See the Entire Picture
    • Why Would You Use Irrevocable Trusts?
    • Aims a Living Trust Will and Won’t Accomplish
    • Estate Planning for Young Adults
    • Estate Planning and Marital Status Changes
    • Inheritance Tax Can Impact Kentucky Residents
    • Five Reasons to Consult With an Estate Planning Lawyer
    • Estate Administration: Legal Guidance Is Invaluable
    • Your Inheritance Plan Can Protect Benefits
    • Steps to Take Along the Estate Planning Process
    • Estate Planning and Pet Ownership for Lonely Seniors
    • Estate Planning in the Digital Age
    • Will My Estate Be Subject to Taxation?
    • Estate Planning Is a Long-Term Process
    • A Comparison of Common Asset Transfer Methods
    • Aretha Franklin Estate Matter Takes a Surprising Turn
    • Joint Bank Accounts: Worth the Gamble?
    • Living Trust Questions Answered
    • Family Communication During the Estate Planning Process
    • Build a Long Term Relationship With Your Inheritance Planning Attorney
    • Estate Planning for Young Families
    • Guardianship Can Be Prevented
    • A Spendthrift Trust Can Provide a Solution
    • What Is a Stretch IRA?
    • A Look at Four Different Types of Wills
    • Trust Administration and the Role of the Trustee
    • The Fundamentals of Estate Planning
    • Don’t Overlook Incapacity Planning
    • What Are the Drawbacks of Joint Tenancy?
    • Do I Pay an Inheritance Tax When Someone Leaves Me Money?
    • Can Life Insurance be Paid to a Trust?
    • What Do You Need to Know About the Estate Administration Process?
    • Estate Planning vs Will: What is the Difference?
    • Huntersville Living Trust Compared to the Last Will and Testament
    • Frequently Asked Questions About a Living Will
    • What Is a Third Party Special Needs Trust?
    • Including Organ Donation Instruction in Your Estate Plan
    • How Does a Veteran Qualify for Aid & Attendance?
    • Why is it Important to Have an Estate Plan?
    • Revocable Trust vs Will: Which is Better?
    • When Should I Start My Estate Planning?
    • Why You Need an Attorney to Create a Will the Right Way
    • Last Will May Not Be Best Option
    • Be Clear to Avoid a Contested Estate
    • Why Huntersville Trust Attorney Recommends Living Trusts
    • Our Trust Attorney Knows What Type of Trust You Need
    • Should I Consider Drafting a Living Will as Part of My Estate Plan?
    • The Power of Attorney: Do You Know the Basics?
    • Everything You Need to Know about a Living Trust
    • Choosing the Right Charlotte Estate Planning Attorney for You
    • Two North Carolina Counties Most at Risk for Snake Bites
    • Estate Planning Lawyers Set Out Four Strategies for Asset Protection
    • Ten Things Our Estate Planning Attorneys Want Executors to Know
    • Charlotte Living Trust Lawyer Explains the Basics
    • Estate Planning is Essential Whether You Are Married or Not
    • Florence Estate Planning Lawyer Discusses Incorporating Life Insurance into Your Plan
    • Estate Planning for the Future of Your Heirs
    • How to Manage Your Executor Duties Properly
    • How Can I Keep My Estate Plan Private?
    • Understanding the Duties of an Executor of a Will
    • Charlotte Living Trust Attorney Explains How a Living Trust Can Be Better Than a Will
    • The Time to Start Estate Planning is Now
    • Things to Remember about Estate Planning in General
    • North Carolina Estate Tax: Should You Be Concerned?
    • The DIY Will: Can it Ever Work for Your Needs?
    • How Long Does Probate Take, and Why?
    • Recognizing the Benefits of a Durable Power of Attorney
    • Video – Charlotte Estate Planning Attorney Discusses a General Power of Attorney
    • What are the Primary Purposes of an Estate Plan?
    • When Do You Need a Probate Lawyer?
    • Four Things You Should Learn About the Kentucky Inheritance Tax
    • Should You Settle for Dying Intestate?
    • Video – How a Living Trust Can Simplify Your Estate Planning
    • Essential Facts About the Kentucky Probate Court Process
    • How the Power of Attorney Protects Your Interests
    • Is Your Estate Plan Complete? Checking the Essentials
    • Wills and Trusts: Understand the Differences
    • Don’t Be Intimidated By Irrevocable Trusts
    • What Does the Executor of a Will Do?
    • How to Find the Right Estate Planning Attorney
    • Estate Planning: The Holistic Approach
    • The Perils of Making a Will as a High Net Worth Individual
    • The Kentucky Inheritance Tax Can Impact Local Residents
    • Five Things You Need to Know About Estate Administration
    • Does a Living Trust Reduce Estate Taxes?
    • Dissecting the Anatomy of a Revocable Trust
    • Do Estate Taxes Apply on Transfers to My Spouse?
    • Do I Really Need a Last Will and Testament?
    • Kentucky Inheritance Laws Regarding Gifts
    • The Living Trust Is the Trust “For the Rest of Us”
    • Estate Taxes: Will They Impact Your Legacy?
    • News From the North Carolina Alzheimer’s Association Chapter
    • Do You Need a Trust Lawyer?
    • What Is a Step-Up in Basis
    • Five Important Estate Planning Tips
    • Asset Planning: Preserve What You Have Earned
    • Is a Living Trust Right for You?
    • Estate Taxes Can Damage Your Legacy
    • So You Think You Don’t Need an Estate Planning Attorney?
    • Can a Surviving Spouse Use Two Estate Tax Exclusions?
    • How Long Does a Living Trust Remain in Effect?
    • Estate Administration: See the Entire Picture
    • What Happens to Assets That I Never Put Into My Living Trust?
    • Gift Tax Exclusion to Remain Unchanged in 2016
    • Can a Surviving Spouse Use Two Estate Tax Exclusions?
    • Can I Change My Living Trust Beneficiaries?
    • What Happens If I Die Without a Will or Trust?
    • Attend an Estate Planning Seminar in June
    • Can an IRA Be Used for Estate Planning Purposes?
    • What Is Estate Administration?
    • Who Is Competent to Create a Last Will?
    • What Is the Difference Between a Living Trust and a Living Will?
    • How Will My Property Be Distributed If There is No Last Will?
    • Can I Give Gifts to Avoid the Estate Tax?
    • Do I Need a Lawyer to Create a Last Will?
    • How Do I Change My Living Trust?
    • Is a Last Will Always the Right Choice?
    • Does a Revocable Living Trust Reduce Income Tax Responsibility?
    • Free Report: Why Would I Want a Revocable Living Trust in North Carolina?
    • Why Would I Want to Avoid Probate?
    • Are Estate Tax Laws Subject to Change?
    • Should I Use a Corporate Trustee?
    • Is Estate Planning Strictly for Senior Citizens?
    • What Is the Capital Gains Tax?
    • Can an Executor Distribute Property Immediately?
    • Is There More Than One Type of Will?
    • What Is Pet Planning?
    • What Is an Irrevocable Trust?
    • Can I Plan My Own Estate Using Template Documents?
    • When Is an Estate Tax Return Due?
    • What Is the Most Important Estate Planning Document?
    • Why Would I Need a Pour-Over Will?
    • What Is a Revocable Living Trust Successor Trustee?
    • What Is the Generation-Skipping Transfer Tax?
    • What Is an ILIT?
    • Does a Young Adult Need an Estate Plan?
    • What Happens to a Living Trust When One Spouse Dies?
    • What Is Estate Tax Exclusion Portability?
    • What Is the Nomination of a Guardian?
    • Why Would I Want a Revocable Living Trust?
    • Powers of Attorney in Ashland: What Is the Difference Between a General and a Limited Power of Attorney?
    • What Happens to My Property if I Die Intestate in Ashland Kentucky?
    • Who Can Act as an Agent Under a Power of Attorney?
    • Gift Tax in Ashland: Do I Pay a Tax on Gifts to My Children?
    • Do I Need a Probate Lawyer in Charlotte?
    • Do I Maintain Control of Property I Convey Into a Revocable Living Trust?
    • What If I Create a Joint Tenancy With My Child?
    • Does a Revocable Living Trust Protect Family Wealth?
    • When Does a Power of Attorney Go Into Effect?
    • What Is a POD Account in Charlotte North Carolina?
    • Will My Heirs Face Inheritance Taxes?
    • What Is the Annual Gift Tax Exclusion in Florence Kentucky?
    • Incapacity Planning in Charlotte: What Is a Guardianship or Conservatorship?
    • What Is an Executor in Charlotte North Carolina?
    • Durable Power of Attorney for Property in Charlotte: What Are Its Advantages?
    • How Much Does a Special Needs Trust Cost?
    • How Can I Leave My Estate to My Spouse Tax Free?
    • Can You Contest a Trust in Ashland?
    • What Is Joint Tenancy With Right of Survivorship in Charlotte NC?
    • What Is a Supplemental Needs Trust?
    • Who Can Create a Power of Attorney in Charlotte NC?
    • Estate Planning: Take Action in 2014
    • Estate Planning Seminar Schedule Updated
    • What Are the Drawbacks of Probate in Charlotte North Carolina?
    • Trusts in Charlotte NC: Can a Trust Protect Family Wealth?
    • Kinkade Estate: Closure at Last
    • Illinois Man Makes Interesting Estate Planning Decision
    • Farmers Get Break Via New Tax Act
    • Hagman Passes; “Heavenly” Home on the Market
    • Work of Art Donated to Museum to Settle Estate Tax Case
    • How Can Will Challenges Be Successful?
    • A Look at the “Stretch IRA” Transfer Technique
    • Something Couples Should Know About Portability
    • Higher Tax-Free Transfers Possible This Year
    • IRS Implements Adjusted Exclusion Figure
    • Many Parents Put Minor Children at Risk
    • Is a Private Foundation the Right Choice?
    • How Does “Cliff” Deal Impact Estate Tax?
    • Study: High Percentage of Americans Die With Nothing to Leave Behind
    • Five Things Your Estate Planning Attorney Needs to Know
    • Is A Last Will Really The Simple Solution?
    • The Embodied Memories You Leave Behind
    • A Look At Estate Administration
    • Election Coincides With Tax Relief Expiration
    • Special Needs Call For Specialized Planning
    • Use Of Life Insurance Trust Can Be Wise
    • Reminder: Estate Tax Exclusion Portability Is Temporary
    • Don’t Overvalue Payable On Death Option
    • Providing A Safety Net
    • Tax Efficient College Savings Plan
    • When Dementia Strikes, Who Makes The Decisions?
    • Value Of Dick Clark Estate May Be Eroded Considerably
    • Comprehensive Planning For Service Members
    • Being Prepared For Probate
    • White’s Dog Pontiac Could Afford A Rolls
    • Have You Considered Becoming An Organ Donor?
    • Your Estate Plan Should Be Custom Crafted
    • There’s More To Generosity Than Meets The Eye
    • Forbes: Facebook Moguls Used Zeroed Out GRATs
    • Estate Tax: Selectively Imposed Instance Of Double Taxation?
    • Payable On Death Accounts Have Drawbacks
    • Accepting Personal Responsibility Can Save You Money
    • Do You Conduct Business & Socialize Online?
    • It Is Better To Be Safe…
    • Charitable Remainder Unitrusts: Giving & Receiving
    • There Is No “One-Size-Fits-All” Estate Plan
    • Teach A Man To Fish…
    • Ongoing Adjustments Are Necessary
    • Consider Discussing Details With Family
    • Some Estate Planning Tools Provide Dual Benefits
    • Estate Planning: Younger Americans Woefully Unprepared
    • Generation Skipping Trusts Can Keep More Money In The Family
    • Incentive Trusts: A Nudge May Be Needed
    • A Look At Buy-Sell Agreements
    • Is An Estate Planning Attorney Really Necessary?
    • Celebrity Estate Planning Cases Can Shed Light
    • The Benefits Of Educational Gift Giving
    • Estate Planning After You Move
    • Qualified Personal Residence Trusts & The Estate Tax
    • Estate Tax Parameters Set To Change In 2013
    • Estate Planning: A Core Responsibility Of Adulthood
    • Estate Tax Future Uncertain
    • Probate Avoidance: Consider A Revocable Living Trust
    • Probate Avoidance Strategies
    • Estate Planning Is An Ongoing Process
    • GRAT Strategy Can Yield Tax Savings
    • Estate Planning: Do You Have Goals?
    • Special Needs Trusts Need Special Planning
    • The Probate Process
    • CRUT Can Be Part Of The Plan
    • Estate Planning: A Basic Responsibility Of Adulthood
    • Al Davis And Estate Planning
    • Beware Of DIY Estate Planning Schemes
    • Anna Nicole Smith Vs. Marshall Estate Challenge Finally Resolved
    • The Importance of Discussing Guardian Selection before Creating Your Will
    • Estate Planning And Educational, Medical Gifts
    • What Is A GST?
    • A QPRT Can Provide Tax Savings
    • Don’t Forget Pet Planning
    • Winehouse Planned Estate Intelligently
    • Provide Direction With An Incentive Trust
    • Estate Tax Parameters Not Permanent
    • Probate Alternatives You Should Seriously Consider
    • Living Trust Options Allow Flexibility, Protection and Probate Avoidance
    • A Look At Pay On Death Accounts
    • Succession Planning For Small Business Partners
    • The Value Of Tax-Free Gifting
    • Affordable Philanthropy With Donor Advised Funds
    • Is the Estate Tax Fair?
    • Probate: What It Is, What it Does, and How You Can Avoid It
    • A Will Alone vs. An Estate Plan: Why, When, How?
    • Why Would I Need an Estate Plan Before I Have Children?
    • 4 Estate Planning Tools to Consider (part 2 of 2)
    • 4 Estate Planning Tools to Consider (part 1 of 2)
    • What Does an Estate Planning Attorney Do?
    • Is it Okay to Leave Unequal Inheritances in My Estate Plan?
    • Do I Need to Update My Estate Planning?
    • Is a Revocable Living Trust Worth the Money?
    • I’m Thinking of Creating a Will…How Will it Help Me?
    • 9 Things to Remember When Creating Your Estate Plan (part 2 of 2)
    • 9 Things to Remember When Creating Your Estate Plan (part 1 of 2)
    • What are Trusts?
    • When to Revise Your Will
    • Your Important Estate Planning Questions (Part 3 of 3)
    • Your Important Estate Planning Questions (Part 2 of 3)
    • Your Important Estate Planning Questions (Part 1 of 3)
    • How Estate Planning Avoids Family Feuds
    • Ethical Wills and Love Letters
    • Michigan Man Leaves Controversial Legacy, Part II
    • Michigan Man Leaves Controversial Legacy
    • Likely, a Power of Appointment isn’t what You Think It is
    • How to Choose an Estate Planning Lawyer
    • If Your Child Is Turning 18
    • Gift Now!
    • How Divorce Affects Your Estate Planning
    • Don’t Make These Estate Planning Mistakes (Part 2 of 2)
    • Estate Planning Seminar in Northern Kentucky May 5, 2011
    • Don’t Make These Estate Planning Mistakes! (Part 1 of 2)
    • Why Does My Estate Planning Attorney Want to Know Whether My Children are Adopted?
    • Why Do I Need Estate Planning?
    • Behind Every Good Trust, There is a Good….
    • The ABCs of Estate Planning
    • What Kind of Questions Will My Estate Planning Attorney Ask?
    • Benefits of a Revocable Living Trust
    • FAQ: Living Wills
    • FAQ: Medical Powers of Attorney
    • 4 Simple Ways to Help Your Trustee so Your Estate Plan Works
    • FAQ: Revocable Living Trust
    • Why Your Will Won’t Work!
    • 4 More Things Your Estate Plan Can Do (Part Two)
    • 4 Things Your Estate Plan Can Do (Part One)
    • The First 4 Steps of Estate Planning
    • Small Estates and Probate
    • I’ve Moved: Do I Need to Update My Estate Planning Documents?
    • An Estate Plan For Your Unique Situation
    • A Plan to Protect Your Children
    • What to do With Your Estate Plan When You Relocate
    • Potential Problems With Joint Tenancy
    • 5 Estate Planning Tips
    • Will Your Estate Plan Work if You Need Long Term Care?
    • Welcome to the Blog of The Potter Law Firm
    • Category: Asset Ownership
      • What Is a Limited Liability Company?
      • If You Don’t Understand the Medicaid Look-Back Rule You May Be in Trouble
      • Is Joint Tenancy a Good Fit for Me?
      • Why You Really Don’t Want to Jointly Own Property
    • Category: Asset Protection Planning
      • Asset Protection Planning Will Provide Peace of Mind
      • Can a Trust Provide Asset Protection in Charlotte NC?
      • What Type of Trust Protects Assets?
      • What are the Advantages of an Irrevocable Trust?
      • Florence Asset Protection Planning
      • Understanding How Your Asset Protection Strategies Work
      • Ashland Living Trust Lawyer Can Help With Asset Protection
      • Consider These Asset Protection Structures
      • How Can Business Owners Protect Assets?
      • Income, Security, & Savings With Alaska Trusts
      • Safely Positioning Your Home
      • Be Proactive About Protecting Your Assets
      • How Can Asset Protection Planning Help?
      • Will I Lose Everything to the Nursing Home?
      • Protecting Life Insurance from Federal Estate Tax
      • How to Protect Assets from Lawsuits
      • Asset Protection Planning for Your Children
    • Category: Beneficiary Designations
      • Charlotte Residents Can Benefit From Early Estate Planning
      • Update Beneficiary Designations NOW!
    • Category: Estate Planning for Minors
      • How to Choose a Guardian for Your Minor Child
      • 4 Important Estate Planning Actions Parents of Young Children Need to Take Now
    • Category: Ethical Wills
      • A Different Kind Of Will
    • Category: Health Care Documents
      • Using Living Wills as Advanced Directives
      • Why Do I Need a Health Care Power of Attorney?
      • Do I Need a Will or a Living Will?
    • Category: Inheritance Planning
    • Category: Organ Donation
    • Category: Saving for College
      • College Savings in Kentucky
    • Category: Special Needs Planning
      • What Is a First Party Special Needs Trust?
      • Planning For a Child With Special Needs
      • Special Needs Trust in Charlotte North Carolina: When Would I Need It?
      • 3 Types of Special Needs Trusts
      • Special Needs Trusts FAQ
    • Category: Trusts
      • The Ins and Outs of Huntersville Trust Administration
      • Our Ashland Trust Attorney Explains How a QTIP Trust Works
      • What Happens If I Leave Assets Out of My Living Trust?
      • What Does a Living Trust Do For You?
      • Do You Know the Basics of Charlotte Trust Administration?
      • 4 Things You Should Know to Create a Trust
      • Why Do I Need a Huntersville Revocable Living Trust?
      • Do You Need a Trust Administration Checklist?
      • Will or Living Trust? Charlotte Living Trust Attorney Compares the Two
      • Huntersville Revocable Trusts and Asset Protection
      • Florence Trust Lawyers Explain the Importance of Funding
      • Pros and Cons of Revocable vs Irrevocable Trusts
      • Ask Your Trust Attorneys Which Type of Trust Will Meet Your Goals
      • The Importance of Funding in Trust Administration
      • The Importance of a Successor Trustee for Your Living Trust
      • What Leaving Assets Out of your Living Trust Means to Charlotte Trust Administration
      • Important Facts about Charlotte Trust Administration
      • Free Report: What is a Qualified Personal Residence Trust in North Carolina?
      • Estate Planning: Clarifying The Basics
      • Protecting Spendthrift Heirs
      • Spendthrift Trusts Can Provide A Solution
      • Appointing a Successor Trustee for Your Trust: Considerations
      • Three Ways To Create a Trust
      • Estate Litigation: Who can Contest a Will?
      • Why You Should Put Assets in Trust for Your Children
    • Category: Wills
      • Just Say “No” to Codicils
      • I Have a Will. Is That Enough?
      • Will Fact Sheet
      • How Can a Will Help Me?
      • Do You Need a Pour Over Will?
  • Category: Estate Planning
    • How to Pass Down Your Legacy in Your Estate Plan
    • Practical Steps to Take after Receiving a Terminal Diagnosis
    • Why Your Safety Deposit Box Is Not Safe for Your Will
    • How to Make Charitable Gifts
    • Do Not Forget to Review and Revise Your Estate Plan
    • You Don’t Have to Be Rich to Create a Pet Trust
    • What Is a HIPAA Release?
    • The Importance of Advance Directives for Health Care
    • Small Business Succession Planning
  • Category: Estate Planning in North Carolina
    • 5 Reasons to Include a Revocable Living Trust in Your Estate Plan
  • Category: General
    • Reducing Debt Can Be A “Big Piece”
    • Saturday’s Charlotte Estate Planning Seminar Rescheduled
    • Estate Tax Strategy for Appreciating Assets
    • Inheritance Planning: Have You Forgotten Anyone?
    • TWO TRUSTS TO CONSIDER
    • The Negative Inheritance
  • Category: Incapacity Planning
    • Incapacity Planning is a Must for Young Adults
    • Ashland Estate Planning Attorney Explains the Benefits of a Power of Attorney
    • Incapacity Planning for Guardianship Prevention
    • Does a Power of Attorney End at Death?
    • Is Incapacity Planning Really Important?
    • What Are Advance Directives for Health Care?
    • Why Do I Need a Power of Attorney?
    • When Would a Guardianship Become Necessary?
    • What Is the Difference Between a Guardianship and a Power of Attorney?
    • What Are the Advantages and Disadvantages of an Adult Guardianship?
    • Incapacity Planning in Kentucky and Alzheimer’s Disease [Infographic]
    • A Look At Advance Directives
    • How Revocable Living Trusts Provide Incapacity Planning
    • A Family Meeting to Discuss Options for Aging Parents
    • Guardianship and Court Evaluation
    • Category: Health Care Documents
      • Have You Executed A Living Will?
      • Make Sure Health Care Proxy Can Access Health Care Information
      • 3 Absolutely Essential Health Care Documents
  • Category: Inheritance Tax in North Carolina
    • Free Report: Will My Heirs Be Forced to Pay an Inheritance Tax
  • Category: Intestacy
    • 4 Shocking Kentucky Intestacy Facts
  • Category: Legacy Planning
    • Legacy Planning: Things Money Can’t Buy
    • Legacy Planning: Get Motivated in 2016
  • Category: Life Insurance
    • Life Insurance Considerations: Why Term Insurance?
  • Category: Living Will
    • Free Report: What Is A Living Will in North Carolina
  • Category: Long Term Care
    • What Is Long-Term Care Insurance?
    • Long-Term Care Aid For Wartime Veterans
  • Category: Long-Term Planning
    • Free Report: Can I Qualify for Medicaid If I Own a Home?
    • Planning Ahead With Clear Vision
  • Category: Medicaid
    • What You Need to Know about the Medicaid Look-Back Rule
    • Charlotte Medicaid Planning to Protect Eligibility
    • Charlotte Medicaid Attorneys Explain How to Protect Healthy Spouses
    • What Assets Can You Have and Still Qualify for Medicaid?
    • How Ethical is Medicaid Planning?
    • Medicaid Waivers and Huntersville Medicaid Planning
    • How to Protect Assets From Nursing Home and Medicaid Recovery
    • Who is Eligible for Medicaid?
    • How Does a 529 College Plan Affect Charlotte Medicaid Planning?
    • Medicaid Crisis Planning
    • What Protections are Available for the Healthy Spouses of Medicaid Recipients?
    • What is Considered a Countable Asset for Medicaid?
    • What if I Can’t Afford Nursing Home Care?
    • Will Medicaid Protect My Spouse?
    • Understanding Changes in Medicaid Eligibility
    • Include Asset Protection in Your Medicaid Plan
    • Florence Medicaid Lawyer Explains Medicaid Look-Back
    • Medicaid Attorneys Explain Medicaid and Medicaid Waivers
    • Including Protections for Healthy Spouses in Your Huntersville Medicaid Planning
    • Medicaid Planning Requires Understanding How Medicaid Recovery Works
    • Charlotte Medicaid Lawyer Explains How to Protect Your Assets
    • Medicaid Planning as a Long-Term Care Solution
    • Ashland Medicaid Attorney Discusses Medicaid Fraud and How to Avoid It
    • Using Medicaid Planning to Prepare for the High Cost of Nursing Homes
    • Can You Avoid the Need for Emergency Medicaid Strategies?
  • Category: Pet Planning in North Carolina
    • Why You Should Consider Estate Planning for Pets
    • Why You Should Create a Pet Trust
    • Can I Provide for a Pet in My Estate Plan
  • Category: Power of Attorney
    • Ashland Estate Planning Attorneys Explain the Benefits of a Power of Attorney
    • You Need to Update Your Financial Power of Attorney
    • Your Durable Power of Attorney – Will it Work When it is Needed
  • Category: Probate
    • How to Avoid Common Probate Mistakes
    • How Long Does It Take to Probate an Estate in Kentucky?
    • Understanding the Benefits of Avoiding Probate
    • What Is Probate?
    • A Probate Attorney Can Provide Assistance
    • Useful Probate Tips for Charlotte, NC Residents
    • Important Advice for Estate Executors in Ashland, KY
    • Do You Need to go Through Probate if There is a Will?
    • Do all Estates Need to be Probated?
    • Why You Need A Probate Lawyer
    • A Guide to Avoiding Probate
    • Understanding the Basics of the Probate Process
    • Using Living Trusts for Avoiding Probate
    • A Few Tips From Our Charlotte Probate Lawyer
    • Self Proving Wills and Other Suggestions From Our Ashland Probate Lawyer
    • Ashland Probate Attorney Gives Advice to Executors
    • Will My Estate Definitely Pass Through Probate?
    • Probate-Free Asset Transfers: A Primer
    • A Look at Kentucky Probate Laws
    • What Do You Know About the Probate Process?
    • Is Probate Always Required?
    • How Long Does Probate Take?
    • Avoiding Probate Can Provide Advantages
    • Circumventing Probate Costs
    • The Need to Have Open Communication as an Executor
    • Who to Call When a Loved One Dies
    • I Want to Avoid Probate
    • What is Trust Settlement?
    • I Know I Want to Avoid Probate, but what is Probate?
  • Category: Retirement Planning
    • Will You Pay Taxes on Retirement Income?
    • Social Security Benefit Increase Is Possible
    • IRA News: SECURE Act 2.0 May Become a Reality
    • What Is the 2021 Social Security COLA?
    • Understand Government Retirement Benefit Programs
    • Answering a Common Social Security Question
    • Mortgages Payments and Retirement
    • Bad News for Social Security Recipients
    • How Soon Can I Receive a Social Security Benefit?
    • Recognize Modest Nature of Social Security Payouts
    • Understand Costs Associated With Reverse Mortgages
    • Answers to Three Common Questions About Social Security
    • Required Minimum Distributions and What they Mean to Retirement Plans
  • Category: Special Needs Planning
    • Do You Need to Incorporate Special Needs Planning into Your Estate Plan?
    • How Can a Special Needs Trust Trustee Use the Funds?
    • An Overview of SSDI and SSI
    • Preserve Benefits With a Supplemental Needs Trust
    • Medicaid Eligibility Is Not Necessarily Permanent
    • Special Needs Planning: Preserving Income
    • Can an Inheritance Cause a Loss of Government Benefits?
  • Category: Taxes
    • Estate Tax: Should It Be Repealed?
    • Estate Taxes: A Quick Summary of the New Estate Tax Law
  • Category: Trust
    • 5 Steps to Creating a Trust
  • Category: Trust Settlement
    • A Trust Administration Attorney Can Provide Clarity
    • Trust Administration: Foresight Prevents Future Problems
    • Trust Administration: The Turnkey Approach
    • Trust Administration: Avoid Future Problems
    • How Are Trusts Administered?
  • Category: Uncategorized
    • John Potter Designated as CELA and NC Board Certified Specialist in Elder Law
    • Requirement Minimum Distribution Waivers under the CARES Act
    • The SECURE Act Has Made Significant Changes to IRA Rules
    • How to Protect Your Assets With Medicaid Planning
    • Living Trust Video

Seminars

  • Medicaid Planning Seminar
  • Medicaid Planning Seminar
  • Medicaid Planning Seminar
  • Medicaid Planning Seminar
  • Wills & Trusts: Legacy Wealth Planning Seminar
  • Wills & Trusts: Legacy Wealth Planning Seminar
  • Wills & Trusts: Legacy Wealth Planning Seminar
  • Wills & Trusts: Legacy Wealth Planning Seminar
  • Wills & Trusts: Legacy Wealth Planning Seminar
  • Wills & Trusts: Legacy Wealth Planning Seminar
  • Wills & Trusts: Legacy Wealth Planning Seminar

Categories

  • Estate Planning

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

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