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Financial abuse

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Avoid This Common Banking Error

June 3, 2017 by bob mason

Bob worried

Many people make big mistakes titling bank and investment accounts. Often advisors and bankers advise customers to “put your child’s name on the account” or to set the account up as a “pay on death” (or “POD”) account. However well-intentioned the advice, the results of either …

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“But Can She REALLY Do This, Bob?”

July 14, 2012 by bob mason

Tales From The Mason Law Horror Files . . . Once Upon A Time . . . Margaret and Jim Anderson raised their three children, Princess, Bud and Kitten in the 1950’s and 1960’s in the Greystone area of Asheboro, North Carolina (a leafy post-WW II neighborhood of 3 and 4 bedroom …

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Big VA Benefit Changes Coming

June 14, 2012 by bob mason

VA Pension benefit (Aid & Attendance) rules will likely borrow a few Medicaid concepts under legislation proposed by North Carolina Senator Richard Burr and Oregon Senator Ron Wyden. Thanks to the kindness of Senator Burr’s office, I have managed to grab a copy of the bill …

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Beware Of Joint Accounts – Coastal Senior, October 2009

January 10, 2010 by bob mason

Coastal Senior is a monthly periodical covering the South Carolina and Georgia low country.  Bob Mason is its legal columnist. Many people make big mistakes titling bank and investment accounts. Often advisors and bankers are the source of the advice to “put your child’s name …

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Law Can Be Tough On Elder Abuse – Coastal Senior, March 2009

January 10, 2010 by bob mason

Coastal Senior is a monthly periodical covering the South Carolina and Georgia low country.  Bob Mason is its legal columnist. Here is yet another use for duct tape: Keeping an older resident from becoming such a bother. That is actually what an area nursing home did several …

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