Asset Protection Today with Bill Alexander
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Asset Protection Today with Bill Alexander
Bill Alexander of W.G. Alexander and Associates provides expert advice to help ensure you keep and protect as much of the money you have earned and saved.
Son Epizodlar
61 epizod
When To Convert A Retirement Account To An IRA
Bill goes through scenarios of when it makes sense to convert a retirement account to an IRA.
When To Retire
Important concepts to consider before you retire and how to set yourself best for asset protection in retirement.
After Caregiving
Bill continues his conversation with Diane Surgeon as the subject shifts to what you need to do once your caregiving journey has concluded.
Caregiving Respite
Bill welcomes attorney Diane Surgeon to discuss how taking care of yourself when in a caregiving role is an essential part of life planning.
Minimum Required Distributions
Bill breaks down what you need to know about taking money out of a retirement account, before and after retirement.
401K Mistakes
Bill describes how 401K retirement accounts work and how to avoid some common mistakes.
Long-term Care Options
Bill dives in to the options and costs of the various forms of long-term care that are available.
Umbrella Insurance
Bill explains what umbrella insurance is, how it should be used, how much you should have and why it's more important than you think.
The SECURE Act
Bill explains how a potential new piece of legislation could create major changes for retirement accounts.
Asset Protection with Revocable Trusts
Bill goes into detail on how trusts work and how revocable trusts can be used in your asset protection plan to protect your assets from uncertain fami...
Using Life Insurance as a Gift
When thinking of gifts to leave for grandchildren, Bill shares why he believe life insurance is the way to go over college funds.
Medical Release
Bill explains why a medical release should included in your legal documents and the problems it could present for your family and loved ones if you do...
Trust-Based Planning
Bill shares a story of how family dynamics and unravel your planning, and how that can be avoided with trust-based planning.
The Stretch IRA
Bill explains what a stretch IRA is and the two major benefits that it provides.
The Digital Release
Bill explains the importance of the legal document known as the digital release. Not having one can create a nightmare when it comes to finding and ma...
Retirement Budget Busters
Bill exposes pitfalls and unforeseen expenses that can bust your budget when you're on a fixed income in retirement.
What To Know About Writing Your Own Will
The will is one of the most misunderstood legal documents. In this episode Bill explains why it's a bad idea to write your own will without profession...
Veterans Assistance - Special Episode Part 3
In our final installment of our series on VA benefits, Bill walks us through the application process.
Veterans Assistance - Special Episode Part 2
In the second episode of our three-part series, Bill explains what the VA Improved Pension Program is, how to qualify, and what the spousal benefit is...
Veterans Assistance - Special Episode Part 1
Bill goes in-depth on potential veterans benefits, explaining why navigating the waters of the VA is so difficult and why it is nearly impossible (by...
Finding Unclaimed Money
While we normally focus on protecting the wealth and assets you have acquired, this episode focuses on acquiring money that you were not aware belongs...
Asset Protection for a Loved One with Disabilities (Part 2)
The second and final installment of our series exploring how asset protection and gifting changes with a special needs child or loved one. Bill explai...
Asset Protection for a Loved One with Disabilities (Part 1)
The first half our two-part series exploring how asset protection and gifting changes with a special needs child or loved one.
Protecting Yourself From Scams
Bill gives advice on how to protect yourself from scams involving tax returns and fraudsters posing as the IRS.
Choosing the Right Business Entity
Not having your business setup as the right asset protection entity is a risky proposition. In this episode, Bill explains how to make that choice, as...
Should You Payoff Your Mortgage Before Retirement?
Bill explores the pitfalls of gifting real estate and answers the question if you should payoff your mortgage before retirement.
Why Gifting Incorrectly Can Cost You
Seniors often wish to make large gifts to loved ones prior to death. Unfortunately, seniors can lose control by gifting property in advance. With good...
How to Choose a Long-Term Care Insurance Policy
Long-term care insurance is important for anyone who wants to have their needs satisfied at home or worst case in an assisted living facility, as no o...
Key Times for Estate Planning
The key to any effective asset protection plan is planning. As we progress through various life phases, our asset protection plan needs to evolve as w...
How to Protect Your Rental Property
Everyone wants a plan that is going to work the way that they want. Unfortunately, there are many ways that a plan can fall apart. How you own and man...
Preparing for Surprises in Retirement
Sometimes our clients completely overlook one important financial issue when planning for retirement. Your health risks and the cost of a long-term...
Breaking Down the 199A Tax Deduction for Business Owners
In this episode, Bill goes over the 199A tax deduction. It's a new tax deduction for business owners and Bill explains how it works and who it works f...
The Need for Long-Term Care Insurance
Bill goes in-depth on why it is so important to have long-term care insurance and how not having a policy can put your assets and wealth at risk.
Understanding Social Security COLA
Many people count on Social Security as their main source of retirement income. They also rely on Medicare as the health insurance they will carry for...
Understanding Levels of Care
When you are thrust into a long term care crisis, it can be difficult to understand the differences between independent living, assisted living and nu...
Preparing For The Death Of A Loved One - Part 2
In the second and final episode of our two-part series, Bill discusses in what ways he was prepared for his brother's death and in what ways he wasn't...
Preparing For The Death Of A Loved One - Part 1
In the first episode of a two-part series, Bill discusses what it was like to lose his brother, who dealt with a long life of health struggles. He off...
What is the PACE Program?
Bill explains what the Programs of All-Inclusive Care for the Elderly (PACE) program is and how it can benefit seniors who have serious disabling cond...
How to Protect Yourself in a Healthcare Crisis
Bill has a loved one dealing with a healthcare crisis. In this episode, he explains the steps to take to ensure your assets are protected when in a he...
Everything You Need to Know About Power of Attorney
At W.G. Alexander & Associates, we know that the power of attorney is the most important document that a client can have. In terms of doing estate pla...