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  • We Do Elder Law
  • Special Needs Law
  • Resources
    • Hot Topics
    • Blog
      • Reader Favorites
      • General
      • Medicaid
      • Medicare
      • Social Security
      • Tax Issues
      • Wills
    • Newsletter
  • About
    • Bob Mason, Attorney
    • Staff
      • Ann Mason, Practice Manager
      • Jennifer Barbee Swift, Benefits Specialist
      • Tammy Webster, Trust Funding Specialist
    • Testimonials
    • News
  • Contact
  • Client Portal

Author: bob mason

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Protect Your Social Security Check From Creditors

October 7, 2017 by bob mason

Protect Social Security Benefits

Can Social Security be garnished? Can a debt collector take your Social Security benefits? The collector from the credit card company just keeps calling. “Look . . . pay these bills of your husband’s or we’ll sue. We’ll get a court order taking part of your Social Security and …

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A Family Affair

September 9, 2017 by bob mason

Originally published Asheboro, North Carolina, Courier-Tribune, Sept. 8, 2017 “Well, she’s some sorta cousin or somethin’.” I’ve spent hours as an attorney, a cousin, and an inlaw explaining how family trees work. Let’s clear all that up and in the process poke a little …

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Naming A Trust As IRA Beneficiary: Great Idea? Bad Idea?

September 9, 2017 by bob mason

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 beneficiary of an IRA. But if you are at all interested in asset protection that may …

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It’s Complicated

August 25, 2017 by bob mason

Originally published Asheboro, North Carolina, Courier-Tribune August 25, 2017 What to do with a Confederate Statue Struggling to support her family working two menial jobs, she prays her kids stay out of trouble. There is no father to help. The other woman has been laid …

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Kill Your IRA. Get Away With Murder.

August 25, 2017 by bob mason

Murdered IRA egg

For many people, this may be a great time to kill a traditional IRA. Dismantle it. Take it down. Cash it in. Or at least start that process and save thousands of tax dollars doing it. Especially as we head into the home stretch of the year. Many of my financial advisor friends …

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