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You are here: Home / Archives for Wills (or Not!)

September 20, 2021 by bob mason 6 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

March 8, 2019 by bob mason

Living Trusts versus Wills: Which Is Better?

Living Trusts versus Wills: Which Is Better?

Answer:  It Depends Recently a client asked me for my thoughts on Wills versus trusts. Wouldn't she have been surprised if I answered, "I really don't have any; whatever the client feels like." Of … [Read more...]

Filed Under: Trusts generally, Wills (or Not!) Tagged With: asset protection, living trusts, north carolina, revocable trusts, wills

June 16, 2017 by bob mason 13 Comments

Three Reasons To Trust Your Beach House To A Trust

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...]

Filed Under: General, Medicaid, Tax Issues, Trusts generally, Wills (or Not!) Tagged With: estate planning, Irrevocable trusts, living trusts, revocable trusts, Taxes, Trusts generally

July 14, 2012 by bob mason 21 Comments

“But Can She REALLY Do This, Bob?”

“But Can She REALLY Do This, Bob?”

Tales From The Mason Law Horror Files . . . Once Upon A Time . . . Margaret and Jim Anderson raised their three children, Princess, Bud and Kitten in the 1950’s and 1960’s in the Greystone area … [Read more...]

Filed Under: Banking, General, Mason Law Horror Stories!, Powers of Attorney, Trusts generally, Wills (or Not!) Tagged With: elder abuse, estate planning, Financial abuse, IRA, Irrevocable trusts, living trusts, powers of attorney, revocable trusts, Trusts generally, wills

August 30, 2011 by bob mason

10 Great Ways to Cause an Elder Law Train Wreck

10 Great Ways to Cause an Elder Law Train Wreck

As an elder law and special needs attorney I get a track-side seat for a pile of planning train wrecks: Here are the best ones . . . This is a column for the contrarians among us who will insist, … [Read more...]

Filed Under: Advance Directives, General, Insurance, Medicaid, Medicare, Special Needs Planning, Trusts generally, Wills (or Not!) Tagged With: Elder Law Planning, estate planning, intestacy, Medicaid, Medicaid Planning, special needs trusts, Trusts generally, wills

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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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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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