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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 Leave a Comment

A Family Affair

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 … [Read more...]

Filed Under: Nonlegal Ramblings, Uncategorized

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

August 25, 2017 by bob mason 4 Comments

It’s Complicated

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 … [Read more...]

Filed Under: Nonlegal Ramblings

August 25, 2017 by bob mason

Kill Your IRA. Get Away With Murder.

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 … [Read more...]

Filed Under: Featured, General, IRAs & Retirement Plans, Medicaid, Reader Favorites, Tax Issues Tagged With: Individual Retirement Plan, IRA, Medicaid, nursing home, Taxes, Terminating an IRA

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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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