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...]
Three Reasons To Trust Your Beach House To A Trust
Vacation property and “second homes” – whether in the mountains or at the beach – present a number of legal and tax planning opportunities. A little secret: Most of what you'll read here also … [Read more...]
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...]
My Response to a Medicaid Nightmare
Recently the following letter appeared in the Asheboro Courier-Tribune. My response follows. The Letter If you, a family member or parent, are thinking of going on Medicaid, you need to read this … [Read more...]
