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February 9, 2025 by bob mason 4 Comments

Is Your Power of Attorney a Flabby Weakling?

A Wold in Sheep's Clothing

Does your power of attorney have all the muscle that it needs? A flabby, wimpy power of attorney can be dangerous because it may lull you into a false sense of security and leave you susceptible to … [Read more...]

Filed Under: Banking, General, Medicaid, Powers of Attorney, Reader Favorites Tagged With: durable power of attorney, financial power of attorney, general power of attorney, POA, powers of attorney

January 4, 2023 by bob mason 9 Comments

Powers of Attorney: Give Me 3 Minutes!

Shocked

  A power of attorney is an overlooked and under-loved document . . . with all the potential of saving your posterior and avoiding a Class A Mess-up! Even if you DO have a power of attorney it … [Read more...]

Filed Under: Banking, General, Powers of Attorney Tagged With: durable power of attorney, elder law, estate planning, estates, financial power of attorney, general power of attorney, powers of attorney, revocable trusts

September 20, 2021 by bob mason 7 Comments

Late Second Marriage?

a-famous-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

October 7, 2017 by bob mason 2 Comments

Protect Your Social Security Check From Creditors

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 … [Read more...]

Filed Under: Banking, General, Reader Favorites, Social Security Tagged With: benefit protection, Garnishment, Social Security

September 9, 2017 by bob mason

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

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 … [Read more...]

Filed Under: Banking, General, IRAs & Retirement Plans, Medicaid, Nursing Homes, Reader Favorites, Special Needs Planning, Tax Issues, Trusts generally Tagged With: estate planning, IRA, Irrevocable trusts, special needs trusts, Trusts generally

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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...]

Stern woman

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...]

  • Corporate Transparency Act Update: IT’S BACK!
  • Is Your Power of Attorney a Flabby Weakling?
  • Yet Another CTA Update: #3

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