When Is The Best Time To Update My Estate Plan?
Life is unpredictable and circumstances are constantly changing, whether planned or not. It can be difficult to know exactly when you...
top of page
Search
Jun 23, 20214 min read
Helpful Tips On Discussing Long-Term Care Planning With Your Parents
Long-term care planning isn’t the easiest topic of conversation and few of us want to consider the consequences of aging. Having this...
Jun 15, 20213 min read
Why Should I Start Medicaid Planning Early?
Older adults who have been saving their whole lives may discover that the cost of staying in a nursing home or other facility will just...
Jun 1, 20214 min read
What Is The Role Of An Elder Law Attorney?
If you or a loved one is aging, you likely have many questions regarding Medicare, Medicaid, long-term care, end-of-life decisions and a...
Aug 18, 20204 min read
Jake Mason Receives Certification In Elder Law
Jake Mason of Gallatin, Tennessee received the Certified Elder Law Attorney (CELA) certification in August of 2020 by the National Elder...
Aug 4, 20202 min read
The End Hunger For Heroes Food Drive Benefiting Sumner County Veterans Hosted By Heritage Law Group
Heritage Law Group, now known as Mason & Associates, hosted a widely successful End Hunger For Heroes Food Drive to support local...
Jul 9, 20204 min read
What To Do If Your Loved One Is In A Locked Facility During A Pandemic
The Coronavirus (COVID-19) has changed the way we live. From how we work to how we communicate, we are all trying to navigate change and...
Feb 17, 20171 min read
Heritage Law Group, PLLC - Who We Are & Why We Care
About the Company: Heritage Law Group, PLLC is a boutique Estate Planning and Elder Law firm assisting residents in Tennessee and...
Feb 25, 20163 min read
Potential Problems with Beneficiary Designations
Many clients use beneficiary designations, and for good reason. Some significant assets, including life insurance policies, IRAs,...
Feb 23, 20163 min read
Financial Smarts Peak at 50, Here is How to Protect Your Older Self
A recent study conducted by Texas Tech University concluded that the ability to make smart financial decisions peaks at age 50. This...
Nov 11, 20153 min read
What Happened to Twitty City in Hendersonville?
At some time or another, most everyone who lives in Sumner County, Tennessee, has driven down Nashville Pike near the Sonic and come upon...
Sep 9, 20154 min read
What is hot in Estate Planning right now may surprise you!
Estate planning has truly evolved over the past 20 years. Gone is the uncertainty about federal estate taxes and the absolute...
Aug 12, 20152 min read
Aligning Insurance Products within a Planning Structure
We use a variety of insurance products to manage risk in different areas of our lives in order to protect our wealth from losses that can...
Jun 30, 20153 min read
Are You Wasting Money? Part Three: Taxes, Insurance, Not Bidding and Negotiating
So far in this series on wasting money, we have looked at how people may overpay for housing, interest, transportation, food, clothing...
Mar 2, 20153 min read
It’s Not Just About Death and Taxes: The Essential Legal Documents You Need for Incapacity Planning
Comprehensive estate planning is about more than your legacy after death, avoiding probate, and saving on taxes. It must also be about...
bottom of page