Name: DKS & KMS
Item: Client Review
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Author: DKS & KMS

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
- 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
- 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
  - 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
- What Is a HIPAA Release?
- The Importance of Advance Directives for Health Care
- Small Business Succession Planning
Category: Estate Planning in North Carolina
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
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
- 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
- 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
- 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
- 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
- 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 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
- 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

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