R. Michael Flanders is the founder of Strategic Planning Corporation. Mike began his career in financial services in 1976 after graduating from Gardner-Webb University with a B.S. in Psychology. He formed Strategic Planning Corporation in 1986. Mike’s greatest concern is that the people he serves have a clear view of all the issues that impact their decisions and that truth is understood in making those decisions. This is not a common experience for most investors as they battle the confusion presented by the investment community and media. He is continually working to improve his coaching skills in order to help more people have transparency in their experience with their money and lives.
Mike was married to his wife, Teresa, in 1977 and they have four grown married children and nine grandchildren. He enjoys family gatherings, playing with grandchildren, golf, reading and being with Teresa.
About Philip J. Corson, Attorney
Philip J. Corson loves helping grateful people accomplish worthy goals in creative, intelligent and enjoyable ways. Whether he’s teaching his daughter how to climb a tree (Philip now requires a much a sturdier tree than he did as a kid), or designing and developing a customized estate plan to protect what’s most important to you, he simply enjoys helping others do more of what they want, when they want, with the people they care about.
That’s why Philip founded Legacy Law Firm: Your Estate Planning and Elder Law Advisors. Our six-step Family Legacy Wealth Planning System reflects his vision for a client-friendly process resulting in a customized estate plan designed and developed to protect what’s most important to you, delivered for signing in 30 days or less, guaranteed.
Prior to opening Legacy Law Firm, Philip was a partner at Haselden, Owen, Boloyan & Corson, where he headed up the firm’s extensive estate planning and elder law practice. While there, he gained many years of experience handling simple and complex wills, trusts, probate, special needs, guardianship, conservatorship, Medicaid and VA cases. More importantly, Philip got to know and help thousands of local families in York, Clover, Lake Wylie, Tega Cay, Baxter, Fort Mill, Indian Land, Lancaster, Chester and Rock Hill address their real-life concerns.
Philip is a member of the American Academy of Estate Planning Attorneys, the National Academy of Elder Law Attorneys (President of the South Carolina Chapter in 2014), and is accredited by the Department of Veterans’ Affairs.
Philip was awarded his Juris Doctorate with Distinction from the Claude W. Pettit College of Law at Ohio Northern University, where he attended on academic scholarship, was elected to the Moot Court Board, accepted membership in the Order of Barristers, and graduated cum laude. He received his Bachelor of Arts in Philosophy and Religious Studies from Winthrop University. Philip completed the American Bar Association’s Skills Training for Estate Planners program, and maintains at least 36 hours of legal education each year specifically in Estate, Tax, Probate and Eder Law subjects.
Philip is a husband, a father, and a lawyer. While he’s not always successful at it, he strives to balance those privileges and keep his priorities in order. He believes in starting on time, finishing what he starts, choosing to be positive, doing what he says he’ll do, always taking the high road, being consistent and reliable, being authentic and heart-centered, and has a “no jerks allowed” rule … because life’s just too short. Unfortunately, he’s also exceedingly human. So, he fails miserably at times to live up to his own expectations. Philip enjoys music and golf. He reads a lot and is building a library of classics. He also prays a lot. In what would be described by some as a sad twist of fate, Philip somehow lost his award-winning chili recipe (yes, it really was award-winning). Fortunately, he has more fun improvising
(704) 944-3245 www.potterestateplanning.com
About John R. Potter, Attorney
John Potter is an Estate Planning and Elder Law attorney in Charlotte, North Carolina, with offices in Ballantyne and Huntersville. His practice focuses exclusively on two areas: Estate Planning, helping individuals protect their families and preserve their legacies both during their lifetimes and after their deaths, including through Wills and Living Trusts; and Elder Law and special needs planning, assisting individuals in qualifying for Medicaid and other government benefits to offset the costs of long-term care, including nursing home care and other medical expenses.
John received his B.A. in Economics from Davidson College, in Davidson, North Carolina, where he graduated Phi Beta Kappa in 2000. He received his law degree from the University of Virginia School of Law in 2003.
After graduating from the University of Virginia School of Law in 2003, John clerked for United States District Judge Jennifer Coffman in Lexington, Kentucky. In 2004, he joined the law firm of Taft, Stettinius & Hollister LLP in Cincinnati, Ohio, where he practiced in the litigation section. His experience with estate and trust litigation left him with the conviction to help clients proactively take control of their affairs both to avoid unnecessary, time-consuming, expensive, and heart-breaking litigation and also to give clients the peace of mind and other benefits that come with proper planning.
John practiced estate planning and elder law in the northern Kentucky office of his family’s law firm beginning in 2008. In 2012, John moved to North Carolina and opened the Charlotte office of the Potter Law Firm. He is admitted to practice law in North Carolina, Kentucky, and Ohio, and he is accredited by the Department of Veterans Affairs.
John is a member of the American Academy of Estate Planning Attorneys, the National Academy of Elder Law Attorneys, and the Estate Planning and Elder Law Sections of the North Carolina Bar Association, where he serves on the Estate Planning Section’s Legislative Committee and the Elder Law Section Council.
John believes he has a responsibility to devote his time and energy to improving the community where he lives and works. In addition to his current involvement with the North Carolina Bar Association, he is actively involved in Forest Hill Church.