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  • 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

Wills (or Not!)

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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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Living Trusts versus Wills: Which Is Better?

March 8, 2019 by bob mason

Answer:  It Depends Recently a client asked me for my thoughts on Wills versus trusts. Wouldn't she have been surprised if I answered, "I really don't have any; whatever the client feels like." Of course, that is NOT the case. I am a lawyer, after all. In this article I'll …

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Three Reasons To Trust Your Beach House To A Trust

June 16, 2017 by bob mason

Redneck mansion

Vacation property and “second homes” – whether in the mountains or at the beach – present a number of legal and tax planning opportunities. A little secret: Most of what you'll read here also applies to your residence. Avoid Probate With A Trust First, consider probate …

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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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10 Great Ways to Cause an Elder Law Train Wreck

August 30, 2011 by bob mason

As an elder law and special needs attorney I get a track-side seat for a pile of planning train wrecks: Here are the best ones . . . This is a column for the contrarians among us who will insist, against mounds of advice, on creating maximum legal havoc. Here are ten great ways …

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