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  • Resources
    • Hot Topics
    • Blog
      • Reader Favorites
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      • Medicare
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      • Tax Issues
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  • About
    • Bob Mason, Attorney
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      • Jennifer Barbee Swift, Benefits Specialist
      • Tammy Webster, Trust Funding Specialist
    • Testimonials
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Pre-Need Funeral Contracts

January 7, 2010 by bob mason

A Few Thoughts Many people are interested in making funeral arrangements well in advance of the need. Any paperwork completed ahead of time will help simplify things when death occurs. Taking charge of your own planning insures your wishes are carried out and spares loved ones …

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Total Return Trusts, Unitrusts and Power to Adjust

January 7, 2010 by bob mason

Robert A. Mason, CELA Originally published in The Will and the Way, NC Bar Ass’n (3/2003) Ch-ch-ch-ch-changesTurn and face the strange ch-ch-changesDon't want to be a richer manCh-ch-ch-ch-changesTurn and face the strange ch-ch-changesJust gonna have to be a different manTime …

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Medicare Supplement Policies

January 7, 2010 by bob mason

Updated October 2011 Medigap insurance supplements Medicare’s benefits, which is why it is also called Medicare supplemental insurance. Both federal and state laws regulate Medigap coverage. A policy must be clearly identified as Medicare supplemental insurance and it must …

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Medicare 101

January 7, 2010 by bob mason

Edited October 2011 This is an extremely brief overview of the Medicare Program. One of the best resources on the web is maintained by the Medicare Rights Center and I urge you to visit that site. It’s a great resource. Go when you have time to look at it because there is much …

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