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Real Property Basics: Medicaid, Taxes, and Probate — CONTINUED

August 1, 2022 by bob mason

In the last article, we looked at the general characteristics of various ways of owning real property, namely: fee simple, tenancy in common, joint tenancy with rights of survivorship, and life estates. I have “hotlinked” each property type so you can go back for a …

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Real Property Basics: Medicaid, Taxes, and Probate

July 19, 2022 by bob mason

Falstaff

Understanding different ways of owning real estate is important because the way real property is titled influences Medicaid results, taxes, and probate avoidance. You may need to lockdown Medicaid, and you certainly don’t want to lose your house and land in the process. And, of …

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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 …

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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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