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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
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Author: bob mason

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Dying Without a Will – Intestacy

January 7, 2010 by bob mason

Many persons who have accumulated wealth during their lifetime die without a valid will. When this happens, the decedent's property passes by intestate succession to the decedent's heirs at law according to law. In other words, if you don't have a will, the state will make one …

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Changing a Will and Codicils

January 7, 2010 by bob mason

If a will is valid, it is effective until it is changed, revoked, destroyed, or invalidated by the writing of a new will. Changes or additions to an otherwise acceptable will can be most easily accomplished by adding a codicil. A codicil is a document amending the original will, …

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Pre-Need Funeral Contracts

January 7, 2010 by bob mason

A Few Thoughts Many people are interested in making funeral arrangements well in advance of the need. Any paperwork completed ahead of time will help simplify things when death occurs. Taking charge of your own planning insures your wishes are carried out and spares loved ones …

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Total Return Trusts, Unitrusts and Power to Adjust

January 7, 2010 by bob mason

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 manCh-ch-ch-ch-changesTurn and face the strange ch-ch-changesJust gonna have to be a different manTime …

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Medicare Supplement Policies

January 7, 2010 by bob mason

Updated October 2011 Medigap insurance supplements Medicare’s benefits, which is why it is also called Medicare supplemental insurance. Both federal and state laws regulate Medigap coverage. A policy must be clearly identified as Medicare supplemental insurance and it must …

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