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  • We Do Elder Law
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  • 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
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  • Contact
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Will Mom Have to File a North Carolina Tax Return?

March 30, 2019 by bob mason

CAUTION: This column was first written in 2016 and has been updated for 2019. You may reader comments below from earlier years. In another article we looked at whether Mom needed to file a federal income tax return. She earned $6,500 working at Burt’s FastBurgers, received …

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Could These Facts Help You Avoid Filing A Federal Tax Return?

March 30, 2019 by bob mason

CAUTION: This column was first written in 2016 and has been updated for 2019. You may reader comments below from earlier years. Mom (who is 70) is on Social Security and worked part time at Burt’s FastBurgers to earn a little extra and socialize a bit more than she might …

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How Much Can You Earn Without Paying Taxes On Social Security?

March 30, 2019 by bob mason

CAUTION: This column was written in 2016 and has been updated for 2019. You may reader comments below from earlier years. In another post I discussed how much someone can earn without having to file a federal tax return. I suggest you go back and look at that post first. Then I …

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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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Round Tuits and Lost Opportunities

November 18, 2018 by bob mason

It happens several times a year. The appointment ‘blurb’ in my calendar says, “Cindy Swanson and Cheryl Flinster. To discuss Medicaid and asset protection for Cheryl and Ron Flinster. Cindy is their daughter and Ron is in rehab.” Two days before the appointment we receive …

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