MasonLaw, PC | NC Elder & Special Needs Law Attorney
  • 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
  • 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

estate planning

You are here:
  • Home
  • estate planning

Yet Another CTA Update: #3

December 27, 2024 by bob mason

Yesterday I posted a Corporate Transparency Act (CTA) update advising that a 3-judge panel of the Fifth Circuit Court of Appeals had cancelled the nationwide injunction on CTA enforcement issued by a district court. FinCEN then quickly announced a new January 13 compliance …

Continue Reading

Getting married? Again?

May 5, 2024 by bob mason

Fred

Get a prenup! Get a will! You’ve been warned. Sally, now 82, has been with Fred, now 83, for 10 years. They married last year against the advice of her children, her minister, the neighbors, and every human within a 5-mile radius. Fred, something of a seedy character who …

Continue Reading

Powers of Attorney: Give Me 3 Minutes!

January 4, 2023 by bob mason

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 may not have what it takes to avoid the Unpleasantness I just referred …

Continue Reading

Late Second Marriage?

September 20, 2021 by bob mason

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 that the client plan carefully—very carefully—before going into a later-in-life …

Continue Reading

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 …

Continue Reading

1 2 Next »

Browse Articles Here!

Or Search On A Topic

Recent Posts

  • Medicaid Transfer Penalty: Avoid This Costly Mistake
  • Valid POA MUST Be Honored
  • Corporate Transparency Act Now ON HOLD
Protecting North Carolina families with expert elder law and special needs legal services.

Quick Links

  • Home
  • Blog
  • Contact / Schedule
  • Free Booklet and Newsletter Signup
  • Privacy Policy

Practice Areas

  • Elder Law
  • Special Needs
  • Medicaid Planning
  • Medicare Planning
  • Estate Planning

© 2025 MASONLAW, PC · NC ELDER & SPECIAL NEEDS LAW ATTORNEY