A NOTE TO READERS: The following article is a drastically rewritten and updated version of an article prepared by Bob Mason six years ago. This article is to be published soon in the Winter 2018 … [Read more...]
Naming A Trust As IRA Beneficiary: Great Idea? Bad Idea?
This is the most advanced topic I have written for my public readers. But it can be an important topic, so hang in there. According to conventional wisdom you should always name your spouse as … [Read more...]
A BOOK FOR ALL MORTALS
Physicians of the Victorian age had a saying, “The operation was a success, but the patient died.” Surgeon (and best-selling author) Atul Gawande, in Being Mortal, recounts the horrible last weeks of … [Read more...]
Want to Avoid the Nursing Home? Try PACE.
Sometimes government really does work right. The United State Marine Corps comes immediately to mind. Another program, new to Randolph County and surrounding areas, is the Program of All-inclusive … [Read more...]
Why I Do Medicaid Planning
It’s time I explain why I have no problem helping out all but the wealthy with Medicaid long term care planning. Bear with me, because at the end I am once again seeking your input. I recently … [Read more...]
