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You are here: Home / Archives for Tax Issues

April 30, 2014 by bob mason Leave a Comment

Over Age 65? Disabled?

Over Age 65? Disabled?

Act By June 1 to Save Property Taxes Many folks who are over age 65 or who are disabled may not know that they may be entitled to significant reductions in property taxes assessed against their … [Read more...]

Filed Under: General, Miscellaneous, Tax Issues Tagged With: elderly exemption, NC Real Property Tax, reduced taxes

January 3, 2013 by bob mason Leave a Comment

2013 Taxpayer Relief? Does It Affect You?

2013 Taxpayer Relief? Does It Affect You?

Yesterday Congress passed, and President Obama signed, legislation averting for the time being a trip over the “Fiscal Cliff.” I say “for the time being” because the real slugfest is ahead during the … [Read more...]

Filed Under: General, Tax Issues Tagged With: 2012 Taxpayer Relief Act, elder law and taxes, Taxes

August 2, 2012 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 Daddy is in an assisted living facility and the “veterans counselor” (annuity … [Read more...]

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

May 3, 2011 by bob mason Leave a Comment

CASH-IN A BIG IRA AND PAY BIG MEDICARE PREMIUMS

CASH-IN A BIG IRA AND PAY BIG MEDICARE PREMIUMS

  What does cashing in an IRA, or perhaps converting to a Roth IRA, have to do with Medicare premiums? Maybe a lot . . . a lot of your money. Occasionally a person going into a nursing home may … [Read more...]

Filed Under: Banking, Medicare, Social Security, Tax Issues Tagged With: cashing in an IRA, IRA, Medicare, Medicare premiums

January 7, 2010 by bob mason

Total Return Trusts, Unitrusts and Power to Adjust

Robert A. Mason, CELA Originally published in The Will and the Way, NC Bar Ass’n (3/2003) Ch-ch-ch-ch-changesTurn and face the strange ch-ch-changesDon't want to be a richer … [Read more...]

Filed Under: Tax Issues, Trusts generally Tagged With: north carolina, principal and income, total return trusts, unitrusts

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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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Mason named to 2022 Super Lawyers

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

Mason Named 2021 Triad Lawyer of the Year in Elder Law

ASHEBORO, NC — Aug. 20, 2020: Best Lawyers® has … [Read More...]

Reader Favorites

Surprise! Your Medicare Premiums Might Go Up.

Surprise! Your Medicare Premiums Might Go Up.

Selling an appreciated asset or cashing-in/drawing down an IRA or an … [Read More...]

NORTH CAROLINA SPECIAL ASSISTANCE

NORTH CAROLINA SPECIAL ASSISTANCE

Medicaid in an Assisted Living Facility? Think again! You’ve been looking … [Read More...]

STEP Act Might Step On You

STEP Act Might Step On You

Something is perking in Washington that could end up costing many people a … [Read More...]

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