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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

IRAs & Retirement Plans

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How Much Do You Need?

April 30, 2015 by bob mason

Are You Stressing Too Much? Or Not Enough? How much do you really, really, really need for retirement? Based upon decades of experience in elder law and talking to hundreds of people (and looking at their finances) my opinion: Not as much as other experts might say. I want to …

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Straight Scoop On Annuities And VA Benefits

September 2, 2012 by bob mason

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 on! The problem:  Some unscrupulous annuity sales people use VA benefits as an …

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How Annuities Can Help With Medicaid

August 15, 2012 by bob mason

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 can annuities help (or hurt!) you when considering either Medicaid or VA …

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