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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

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Can You Take a Tax Deduction for Assisted Living Costs?

March 30, 2020 by bob mason

Granddad with laptop

Mom is in an assisted living facility.  Mom and Dad both receive Social Security (total is about $20,000).  Dad receives a federal retirement system pension of $35,000. Because the assisted living facility costs about $3,800 monthly ($45,600 annually) and they have other …

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Tackling the North Carolina Medicaid Application Monster

December 8, 2018 by bob mason

Once a fairly routine procedure, the North Carolina Medicaid application process has gotten much more difficult. Perhaps rising budget concerns and controlling Medicaid is the reason. The North Carolina Medicaid Application Problem Medicaid has always placed restrictions on the …

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COLA Season! Social Security, Medicare, VA, SSI, Medicaid Adjusted

November 26, 2018 by bob mason

Social Security recently announced a cost of living adjustment (COLA) for 2019. The 2.8% adjustment is important to more than seniors looking forward to the monthly benefit check because it drives a number of other important benefit levels as well. In addition to Social …

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

September 9, 2017 by bob mason

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 beneficiary of an IRA. But if you are at all interested in asset protection that may …

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A BOOK FOR ALL MORTALS

December 14, 2015 by bob mason

Physicians of the Victorian age had a saying, “The operation was a success, but the patient died.” Surgeon (and best-selling author) Atul Gawande, in Being Mortal, recounts the horrible last weeks of Joseph Lazarus, the first patient newly-minted Intern Gawande disconnected from …

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