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January 4, 2023 by bob mason 3 Comments

Banish Annuity Confusion in 5 Minutes

Banish Annuity Confusion in 5 Minutes

The annuity guy dropped off the proposal and it has occurred to you that you don’t really know what an annuity is. Or you left my office, and I suggested that a Medicaid Compliant annuity (we'll get … [Read more...]

Filed Under: Annuities, General, IRAs & Retirement Plans, Tax Issues Tagged With: annuities, annuity, annuity explanation, IRAs and annuities, VA and annuities

January 4, 2023 by bob mason 9 Comments

Powers of Attorney: Give Me 3 Minutes!

Powers of Attorney: Give Me 3 Minutes!

  A power of attorney is an overlooked and under-loved document . . . with all the potential of saving your posterior and avoiding a Class A Mess-up! Even if you DO have a power of attorney it … [Read more...]

Filed Under: Banking, General, Powers of Attorney Tagged With: durable power of attorney, elder law, estate planning, estates, financial power of attorney, general power of attorney, powers of attorney, revocable trusts

September 20, 2021 by bob mason 7 Comments

Late Second Marriage?

Late Second Marriage?

Tying the Knot? Or Just Moving In? When a client tells me that he or she is considering a second marriage, for terribly unromantic reasons (I guess I’m the anti-cupid...darn lawyer!) I recommend … [Read more...]

Filed Under: Banking, General, IRAs & Retirement Plans, Medicaid, Miscellaneous, Nursing Homes, Social Security, Wills (or Not!) Tagged With: estate planning, Medicaid, special needs trusts, wills

May 10, 2021 by bob mason Leave a Comment

Mason Named 2023 Triad Lawyer of the Year in Elder Law

Mason Named 2023 Triad Lawyer of the Year in Elder Law

ASHEBORO, NC — Best Lawyers® has announced that Asheboro, NC, elder law and special needs law attorney Robert A. Mason will be included in the 2023 edition of Best Lawyers in America in the category … [Read more...]

Filed Under: General, News / Press, Uncategorized

March 30, 2019 by bob mason 10 Comments

How Much Can You Earn Without Paying Taxes On Social Security?

How Much Can You Earn Without Paying Taxes On Social Security?

CAUTION: This column was written in 2016 and has been updated for 2019. You may reader comments below from earlier years. In another post I discussed how much someone can earn without having to file … [Read more...]

Filed Under: General, Reader Favorites, Social Security, Tax Issues Tagged With: Social Security, Taxes

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About Bob Mason

Bob Mason, Elder Law & Special Needs LawRobert A. Mason, JD, CELA, CAP, is owner of Mason Law, PC, of Charlotte and Asheboro, North Carolina, a law firm devoted exclusively to legal issues involving the elderly and the disabled. Read More >>

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News

Mason Named 2023 Triad Lawyer of the Year in Elder Law

ASHEBORO, NC — Best Lawyers® has announced that … [Read More...]

Mason named to 2022 Super Lawyers

Robert A. Mason named to Super Lawyers ASHEBORO, … [Read More...]

Mason one of seven N.C. elder law attorneys named to Super Lawyers

ASHEBORO, NC — Jan. 27, 2021: Elder law and … [Read More...]

Reader Favorites

Special Assistance Rates to Rise

Special Assistance Rates to Rise

As I have previously written, Medicaid does not pay for assisted level of … [Read More...]

The Veterans Parade in My Conference Room

The Veterans Parade in My Conference Room

Today, I'm thinking of the 34 year-long veterans' parade held in my … [Read More...]

Real Property Basics: Medicaid, Taxes, and Probate — CONTINUED

Real Property Basics: Medicaid, Taxes, and Probate — CONTINUED

In the last article, we looked at the general characteristics of various … [Read More...]

  • Real Property Basics: Medicaid, Taxes, and Probate
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