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You are here: Home / Archives for titling assets

June 3, 2017 by bob mason

Avoid This Common Banking Error

Avoid This Common Banking Error

Many people make big mistakes titling bank and investment accounts. Often advisors and bankers advise customers to “put your child’s name on the account” or to set the account up as a “pay on death” … [Read more...]

Filed Under: Banking, General, Miscellaneous, Reader Favorites, Trusts generally Tagged With: assets, elder abuse, Financial abuse, revocable trusts, titling assets, Trusts generally

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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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