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September 2, 2012 by bob mason Leave a Comment

Straight Scoop On Annuities And VA Benefits

Vets Beware! Are you a veteran interested in VA benefits . . . but worried about being taken for an “annuity ride”? Want to know the best way to use annuities if you are looking at VA benefits? Read … [Read more...]

Filed Under: Annuities, General, IRAs & Retirement Plans, Medicaid, Veterans Tagged With: annuities, Medicaid, VA Benefits, Veterans

August 15, 2012 by bob mason 12 Comments

How Annuities Can Help With Medicaid

Annuity-Man!

You now understand the basics of annuities because you read Banish Annuity Confusion in 5 Minutes (If you haven't read it and you aren't an annuity expert, you better go back and read it now). But how … [Read more...]

Filed Under: Annuities, General, IRAs & Retirement Plans, Medicaid, Nursing Homes Tagged With: IRA, Medicaid, Medicaid Planning, nursing homes, retirement, transfer penalty

July 14, 2012 by bob mason 21 Comments

“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

June 14, 2012 by bob mason 9 Comments

Big VA Benefit Changes Coming

VA Pension benefit (Aid & Attendance) rules will likely borrow a few Medicaid concepts under legislation proposed by North Carolina Senator Richard Burr and Oregon Senator Ron Wyden. Thanks to the … [Read more...]

Filed Under: General, Veterans Tagged With: Aid and Attendance, elder abuse, Financial abuse, S. 3270, transfer rules, Veterans, veterans benefits

May 14, 2012 by bob mason

Life Estates In 5 Minutes

IMPORTANT: THIS ARTICLE HAS BEEN DRASTICALLY REVISED IN 2022. PLEASE SEE THE UP-TO-DATE VERSION HERE.   Understanding life estates may be essential if protecting the home (or other real … [Read more...]

Filed Under: General, Medicaid, Nursing Homes Tagged With: Georgia, Lady Bird deeds, life estates, Medicaid, north carolina

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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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News

Mason Named 2023 Triad Lawyer of the Year in Elder Law

ASHEBORO, NC — Best Lawyers® has announced that … [Read More...]

Mason named to 2022 Super Lawyers

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

Mason one of seven N.C. elder law attorneys named to Super Lawyers

ASHEBORO, NC — Jan. 27, 2021: Elder law and … [Read More...]

Reader Favorites

That's a "no-no" if you want to avoid a Medicaid transfer penalty

Medicaid Transfer Penalty: Avoid This Costly Mistake

The Medicaid transfer penalty is the most common issue we deal with when we … [Read More...]

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Valid POA MUST Be Honored

Based on multiple true events. It’s maddening! Chelsea is stuck! Her … [Read More...]

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Corporate Transparency Act Now ON HOLD

The CTA is ON HOLD! Sort of. Thursday evening FinCEN announced its … [Read More...]

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